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CSM Advisors’s Philip Morris PM Stock Holding History

CSM 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
Q1 		$265K Sell
1,600
-124
-7% -$21.5K 0.01% 397
2025
Q4 		$275K Sell
1,724
-11,500
-87% -$1.78M 0.01% 390
2025
Q3 		$2.14M Sell
13,224
-11,490
-46% -$1.93M 0.06% 291
2025
Q2 		$4.5M Buy
24,714
+1,400
+6% +$240K 0.13% 191
2025
Q1 		$3.7M Sell
23,314
-900
-4% -$127K 0.2% 78
2024
Q4 		$2.91M Sell
24,214
-325
-1% -$41K 0.14% 85
2024
Q3 		$2.98M Buy
24,539
+310
+1% +$36K 0.19% 88
2024
Q2 		$2.46M Buy
24,229
+13
+0.1% +$1.27K 0.17% 85
2024
Q1 		$2.22M Sell
24,216
-66,275
-73% -$6.11M 0.15% 93
2023
Q4 		$8.51M Sell
90,491
-139
-0.2% -$12.8K 0.61% 51
2023
Q3 		$8.39M Sell
90,630
-1,605
-2% -$154K 0.73% 40
2023
Q2 		$9M Sell
92,235
-1,095
-1% -$105K 0.68% 42
2023
Q1 		$9.08M Buy
93,330
+8,050
+9% +$802K 0.78% 40
2022
Q4 		$8.63M Buy
85,280
+540
+0.6% +$51K 0.82% 35
2022
Q3 		$7.04M Sell
84,740
-11,515
-12% -$1.1M 0.77% 38
2022
Q2 		$9.5M Sell
96,255
-160
-0.2% -$16.3K 0.87% 33
2022
Q1 		$9.06M Sell
96,415
-15,410
-14% -$1.54M 0.62% 49
2021
Q4 		$10.6M Sell
111,825
-130
-0.1% -$12.2K 0.7% 46
2021
Q3 		$10.6M Buy
111,955
+900
+0.8% +$90.5K 0.78% 40
2021
Q2 		$11M Sell
111,055
-7,790
-7% -$747K 0.73% 42
2021
Q1 		$10.5M Buy
+118,845
New +$10.1M 1.48% 28

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSM Advisors's PM Position: Q1 2026 in Review

CSM Advisors reduced its Philip Morris (PM) stake by 7.2% in Q1 2026, selling an estimated $21.5K and leaving 1,600 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #397.

CSM Advisors first reported a position in PM in Q1 2021 and has held it in 21 quarters since. The position peaked at $11M in Q2 2021. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • CSM Advisors held 1,600 shares of Philip Morris worth $265K as of Q1 2026.
  • CSM Advisors sold 124 Philip Morris shares in Q1 2026, an estimated $21.5K.
  • Philip Morris made up 0.01% of CSM Advisors's portfolio in Q1 2026, its #397 holding.
  • CSM Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 21 quarters since.
  • CSM Advisors's Philip Morris position peaked at $11M in Q2 2021.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.