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Crestwood Advisors Group’s Philip Morris PM Stock Holding History

Crestwood Advisors Group’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.65M Buy
25,730
+534
+2% +$92.6K 0.07% 156
2026
Q1 		$4.17M Buy
25,196
+2,476
+11% +$430K 0.07% 157
2025
Q4 		$3.64M Buy
22,720
+2,916
+15% +$452K 0.06% 165
2025
Q3 		$3.21M Buy
19,804
+525
+3% +$88.3K 0.05% 170
2025
Q2 		$3.51M Buy
19,279
+666
+4% +$114K 0.06% 160
2025
Q1 		$2.95M Sell
18,613
-110
-0.6% -$15.6K 0.06% 169
2024
Q4 		$2.25M Buy
18,723
+503
+3% +$63.5K 0.04% 178
2024
Q3 		$2.21M Sell
18,220
-712
-4% -$82.7K 0.04% 177
2024
Q2 		$1.92M Sell
18,932
-1,086
-5% -$106K 0.04% 175
2024
Q1 		$1.83M Sell
20,018
-710
-3% -$65.5K 0.04% 176
2023
Q4 		$1.95M Buy
20,728
+486
+2% +$44.8K 0.05% 163
2023
Q3 		$1.87M Buy
20,242
+11,036
+120% +$1.06M 0.05% 157
2023
Q2 		$899K Sell
9,206
-1,105
-11% -$106K 0.03% 146
2023
Q1 		$1M Sell
10,311
-435
-4% -$43.4K 0.03% 143
2022
Q4 		$1.09M Sell
10,746
-871
-7% -$82.2K 0.04% 137
2022
Q3 		$964K Sell
11,617
-843
-7% -$80.4K 0.03% 142
2022
Q2 		$1.23M Sell
12,460
-1,150
-8% -$117K 0.04% 136
2022
Q1 		$1.28M Sell
13,610
-15,368
-53% -$1.54M 0.04% 144
2021
Q4 		$2.75M Buy
28,978
+1,631
+6% +$152K 0.07% 113
2021
Q3 		$2.59M Sell
27,347
-13,289
-33% -$1.34M 0.07% 116
2021
Q2 		$4.03M Sell
40,636
-21,537
-35% -$2.07M 0.12% 100
2021
Q1 		$5.52M Sell
62,173
-8,160
-12% -$693K 0.17% 93
2020
Q4 		$5.82M Sell
70,333
-7,581
-10% -$590K 0.19% 93
2020
Q3 		$5.84M Sell
77,914
-2,078
-3% -$160K 0.22% 86
2020
Q2 		$5.6M Sell
79,992
-4,873
-6% -$355K 0.22% 85
2020
Q1 		$6.19M Buy
84,865
+1,175
+1% +$96.7K 0.31% 80
2019
Q4 		$7.12M Sell
83,690
-341
-0.4% -$28.1K 0.28% 80
2019
Q3 		$6.38M Buy
84,031
+64,769
+336% +$5.13M 0.28% 79
2019
Q2 		$1.51M Buy
19,262
+15,311
+388% +$1.26M 0.07% 115
2019
Q1 		$349K Sell
3,951
-426
-10% -$34.3K 0.03% 128
2018
Q4 		$292K Buy
4,377
+32
+0.7% +$2.67K 0.02% 131
2018
Q3 		$354K Sell
4,345
-672
-13% -$55.2K 0.02% 122
2018
Q2 		$411K Buy
5,017
+725
+17% +$61.5K 0.03% 116
2018
Q1 		$427K Sell
4,292
-795
-16% -$82.8K 0.03% 110
2017
Q4 		$537K Buy
5,087
+326
+7% +$34.7K 0.04% 106
2017
Q3 		$529K Sell
4,761
-135
-3% -$15.7K 0.05% 102
2017
Q2 		$580K Sell
4,896
-114
-2% -$13.2K 0.05% 96
2017
Q1 		$553K Sell
5,010
-456
-8% -$47K 0.05% 93
2016
Q4 		$500K Sell
5,466
-74
-1% -$6.86K 0.05% 99
2016
Q3 		$539K Sell
5,540
-68
-1% -$6.81K 0.06% 75
2016
Q2 		$570K Buy
5,608
+51
+0.9% +$5.09K 0.07% 74
2016
Q1 		$545K Sell
5,557
-289
-5% -$26.5K 0.06% 85
2015
Q4 		$514K Sell
5,846
-309
-5% -$26.8K 0.06% 93
2015
Q3 		$488K Sell
6,155
-429
-7% -$35.3K 0.06% 87
2015
Q2 		$528K Sell
6,584
-294
-4% -$24.2K 0.07% 84
2015
Q1 		$518K Sell
6,878
-704
-9% -$57.1K 0.07% 78
2014
Q4 		$618K Buy
7,582
+424
+6% +$36.4K 0.09% 70
2014
Q3 		$597K Sell
7,158
-33
-0.5% -$2.79K 0.09% 67
2014
Q2 		$606K Buy
7,191
+515
+8% +$44.3K 0.1% 65
2014
Q1 		$547K Sell
6,676
-4,198
-39% -$339K 0.09% 67
2013
Q4 		$947K Sell
10,874
-622
-5% -$54.3K 0.15% 55
2013
Q3 		$995K Buy
11,496
+673
+6% +$58.8K 0.17% 53
2013
Q2 		$937K Buy
+10,823
New +$1.01M 0.17% 55

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crestwood Advisors Group's PM Position: Q2 2026 in Review

Crestwood Advisors Group increased its Philip Morris (PM) stake by 2.1% in Q2 2026, buying an estimated $92.6K and bringing the position to 25,730 shares worth $4.65M. The position accounts for 0.07% of the portfolio, ranked #156.

Crestwood Advisors Group first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.12M in Q4 2019. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Crestwood Advisors Group held 25,730 shares of Philip Morris worth $4.65M as of Q2 2026.
  • Crestwood Advisors Group bought 534 Philip Morris shares in Q2 2026, an estimated $92.6K.
  • Philip Morris made up 0.07% of Crestwood Advisors Group's portfolio in Q2 2026, its #156 holding.
  • Crestwood Advisors Group first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • Crestwood Advisors Group's Philip Morris position peaked at $7.12M in Q4 2019.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.