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Denali Advisors’s Philip Morris PM Stock Holding History

Denali 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 		$2.62M Buy
14,480
+217
+2% +$37.6K 0.26% 107
2026
Q1 		$2.36M Sell
14,263
-34
-0.2% -$5.91K 0.26% 104
2025
Q4 		$2.29M Sell
14,297
-13
-0.1% -$2.01K 0.25% 103
2025
Q3 		$2.32M Sell
14,310
-8,937
-38% -$1.5M 0.26% 106
2025
Q2 		$4.23M Buy
23,247
+4,125
+22% +$708K 0.44% 77
2025
Q1 		$3.04M Buy
+19,122
New +$2.71M 0.35% 91

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 $3.38T AUM 44.17% 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

Denali Advisors's PM Position: Q2 2026 in Review

Denali Advisors increased its Philip Morris (PM) stake by 1.5% in Q2 2026, buying an estimated $37.6K and bringing the position to 14,480 shares worth $2.62M. The position accounts for 0.26% of the portfolio, ranked #107.

Denali Advisors first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.23M in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Denali Advisors held 14,480 shares of Philip Morris worth $2.62M as of Q2 2026.
  • Denali Advisors bought 217 Philip Morris shares in Q2 2026, an estimated $37.6K.
  • Philip Morris made up 0.26% of Denali Advisors's portfolio in Q2 2026, its #107 holding.
  • Denali Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Denali Advisors's Philip Morris position peaked at $4.23M in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.