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 Q2	$14.9M	Buy	76,367 +66,884	+705%	+$11.6M	0.25%	81
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 $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

Diversify Advisory Services's PM Position: Q2 2026 in Review

Diversify Advisory Services increased its Philip Morris (PM) stake by 705% in Q2 2026, buying an estimated $11.6M and bringing the position to 76,367 shares worth $14.9M. The position accounts for 0.25% of the portfolio, ranked #81.

Diversify Advisory Services first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Diversify Advisory Services held 76,367 shares of Philip Morris worth $14.9M as of Q2 2026.
Diversify Advisory Services bought 66,884 Philip Morris shares in Q2 2026, an estimated $11.6M.
Philip Morris made up 0.25% of Diversify Advisory Services's portfolio in Q2 2026, its #81 holding.
Diversify Advisory Services first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.