Diversify Advisory Services’s Philip Morris PM Stock Holding History

Diversify Advisory Services’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	$1.54M	Sell	9,483 -32,074	-77%	-$5.57M	0.24%	42
2025 Q4	$7.22M	Buy	41,557 +468	+1%	+$72.5K	0.23%	72
2025 Q3	$5.94M	Buy	41,089 +3,850	+10%	+$648K	0.2%	85
2025 Q2	$6.28M	Buy	37,239 +8,336	+29%	+$1.43M	0.24%	69
2025 Q1	$4.92M	Sell	28,903 -3,325	-10%	-$471K	0.31%	56
2024 Q4	$3.78M	Sell	32,228 -11,566	-26%	-$1.46M	0.21%	71
2024 Q3	$5.75M	Sell	43,794 -5,252	-11%	-$610K	0.31%	60
2024 Q2	$4.99M	Sell	49,046 -12,566	-20%	-$1.23M	0.27%	67
2024 Q1	$5.63M	Buy	+61,612	New	+$5.68M	0.33%	62

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversify Advisory Services's PM Position: Q1 2026 in Review

Diversify Advisory Services reduced its Philip Morris (PM) stake by 77% in Q1 2026, selling an estimated $5.57M and leaving 9,483 shares worth $1.54M. The position accounts for 0.24% of the portfolio, ranked #42.

Diversify Advisory Services first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.22M in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Diversify Advisory Services held 9,483 shares of Philip Morris worth $1.54M as of Q1 2026.
Diversify Advisory Services sold 32,074 Philip Morris shares in Q1 2026, an estimated $5.57M.
Philip Morris made up 0.24% of Diversify Advisory Services's portfolio in Q1 2026, its #42 holding.
Diversify Advisory Services first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Philip Morris position peaked at $7.22M in Q4 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.