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Eagle Bay Advisors’s Philip Morris PM Stock Holding History

Eagle Bay 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
2022
Q1 		– Sell
-3,344
Closed -$318K – 787
2021
Q4 		$318K Buy
+3,344
New +$313K 0.2% 72

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

Eagle Bay Advisors's PM Position: Q1 2026 in Review

Eagle Bay Advisors increased its Philip Morris (PM) stake by 4.3% in Q1 2026, buying an estimated $16.3K and bringing the position to 2,302 shares worth $384K. The position accounts for 0.34% of the portfolio, ranked #74.

Eagle Bay Advisors first reported a position in PM in Q2 2021 and has held it in 20 quarters since. The position peaked at $477K in Q4 2022. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Eagle Bay Advisors held 2,302 shares of Philip Morris worth $384K as of Q1 2026.
  • Eagle Bay Advisors bought 94 Philip Morris shares in Q1 2026, an estimated $16.3K.
  • Philip Morris made up 0.34% of Eagle Bay Advisors's portfolio in Q1 2026, its #74 holding.
  • Eagle Bay Advisors first reported a position in Philip Morris in Q2 2021 and has held it in 20 quarters since.
  • Eagle Bay Advisors's Philip Morris position peaked at $477K in Q4 2022.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.