Elevate Capital Advisors’s Philip Morris PM Stock Holding History

Elevate Capital 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	$809K	Sell	4,471 -2,373	-35%	-$412K	0.44%	42
2026 Q1	$1.13M	Sell	6,844 -2,915	-30%	-$507K	0.73%	42
2025 Q4	$1.57M	Sell	9,759 -2,909	-23%	-$451K	1.04%	39
2025 Q3	$2.05M	Buy	12,668 +771	+6%	+$130K	1.43%	34
2025 Q2	$2.17M	Buy	11,897 +920	+8%	+$158K	1.73%	25
2025 Q1	$1.74M	Sell	10,977 -636	-5%	-$90.1K	1.61%	29
2024 Q4	$1.4M	Buy	+11,613	New	+$1.47M	1.23%	33

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Elevate Capital Advisors's PM Position: Q2 2026 in Review

Elevate Capital Advisors reduced its Philip Morris (PM) stake by 35% in Q2 2026, selling an estimated $412K and leaving 4,471 shares worth $809K. The position accounts for 0.44% of the portfolio, ranked #42.

Elevate Capital Advisors first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Elevate Capital Advisors held 4,471 shares of Philip Morris worth $809K as of Q2 2026.
Elevate Capital Advisors sold 2,373 Philip Morris shares in Q2 2026, an estimated $412K.
Philip Morris made up 0.44% of Elevate Capital Advisors's portfolio in Q2 2026, its #42 holding.
Elevate Capital Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Elevate Capital Advisors's Philip Morris position peaked at $2.17M in Q2 2025.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.