Crewe Advisors’s Philip Morris PM Stock Holding History

Crewe Advisors’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	$808K	Buy	4,466 +174	+4%	+$30.2K	0.06%	103
2026 Q1	$710K	Buy	4,292 +82	+2%	+$14.2K	0.06%	101
2025 Q4	$675K	Buy	4,210 +42	+1%	+$6.51K	0.06%	102
2025 Q3	$676K	Buy	+4,168	New	+$701K	0.06%	101
2024 Q3	–	Sell	-2,773	Closed	-$281K	–	927
2024 Q2	$281K	Buy	2,773 +349	+14%	+$34.1K	0.03%	145
2024 Q1	$222K	Buy	+2,424	New	+$224K	0.03%	159
2023 Q3	–	Sell	-2,255	Closed	-$220K	–	842
2023 Q2	$220K	Sell	2,255 -571	-20%	-$54.6K	0.03%	131
2023 Q1	$275K	Sell	2,826 -156	-5%	-$15.5K	0.04%	126
2022 Q4	$302K	Buy	2,982 +950	+47%	+$89.7K	0.05%	114
2022 Q3	$169K	Buy	2,032 +134	+7%	+$12.8K	0.03%	165
2022 Q2	$187K	Buy	1,898 +471	+33%	+$48K	0.04%	141
2022 Q1	$134K	Buy	1,427 +1,002	+236%	+$100K	0.03%	150
2021 Q4	$40K	Buy	425 +125	+42%	+$11.7K	0.01%	208
2021 Q3	$28K	Hold	300	–	–	0.01%	195
2021 Q2	$30K	Hold	300	–	–	0.01%	194
2021 Q1	$27K	Hold	300	–	–	0.01%	198
2020 Q4	$25K	Sell	300 -172	-36%	-$13.4K	0.01%	188
2020 Q3	$35K	Buy	472 +172	+57%	+$13.3K	0.02%	148
2020 Q2	$21K	Hold	300	–	–	0.01%	141
2020 Q1	$22K	Hold	300	–	–	0.01%	124
2019 Q4	$26K	Hold	300	–	–	0.01%	141
2019 Q3	$23K	Hold	300	–	–	0.01%	155
2019 Q2	$24K	Hold	300	–	–	0.01%	175
2019 Q1	$27K	Hold	300	–	–	0.01%	148
2018 Q4	$20K	Hold	300	–	–	0.01%	160
2018 Q3	$24K	Buy	+300	New	+$24.6K	0.02%	167

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crewe Advisors's PM Position: Q2 2026 in Review

Crewe Advisors increased its Philip Morris (PM) stake by 4.1% in Q2 2026, buying an estimated $30.2K and bringing the position to 4,466 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #103.

Crewe Advisors first reported a position in PM in Q3 2018 and has held it in 26 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Crewe Advisors held 4,466 shares of Philip Morris worth $808K as of Q2 2026.
Crewe Advisors bought 174 Philip Morris shares in Q2 2026, an estimated $30.2K.
Philip Morris made up 0.06% of Crewe Advisors's portfolio in Q2 2026, its #103 holding.
Crewe Advisors first reported a position in Philip Morris in Q3 2018 and has held it in 26 quarters since.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.