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Elevated Capital Advisors’s Philip Morris PM Stock Holding History

Elevated 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 		$1.04M Sell
5,749
-3,826
-40% -$664K 0.29% 77
2026
Q1 		$1.58M Sell
9,575
-1,671
-15% -$290K 0.4% 62
2025
Q4 		$1.8M Buy
11,246
+1,169
+12% +$181K 0.42% 63
2025
Q3 		$1.63M Sell
10,077
-1,283
-11% -$216K 0.41% 62
2025
Q2 		$1.8M Hold
11,360
– – 0.51% 47
2025
Q1 		$1.8M Sell
11,360
-891
-7% -$126K 0.51% 47
2024
Q4 		$1.47M Buy
12,251
+33
+0.3% +$4.16K 0.4% 52
2024
Q3 		$1.48M Buy
12,218
+706
+6% +$82K 0.39% 58
2024
Q2 		$1.17M Sell
11,512
-5,108
-31% -$499K 0.33% 74
2024
Q1 		$1.52M Buy
16,620
+894
+6% +$82.4K 0.44% 70
2023
Q4 		$1.48M Sell
15,726
-505
-3% -$46.5K 0.46% 74
2023
Q3 		$1.5M Sell
16,231
-785
-5% -$75.6K 0.51% 68
2023
Q2 		$1.66M Buy
17,016
+471
+3% +$45K 0.55% 67
2023
Q1 		$1.61M Buy
16,545
+73
+0.4% +$7.28K 0.58% 61
2022
Q4 		$1.67M Buy
16,472
+797
+5% +$75.2K 0.64% 51
2022
Q3 		$1.3M Buy
+15,675
New +$1.49M 0.51% 69
2022
Q1 		$1.24M Buy
+13,179
New +$1.32M 0.41% 87
2021
Q3 		$1.06M Buy
+11,188
New +$1.13M 0.37% 83
2021
Q1 		$1.01M Sell
10,786
-93
-0.9% -$7.9K 0.39% 85
2020
Q4 		$901K Sell
10,879
-881
-7% -$68.6K 0.39% 79
2020
Q3 		$879K Sell
11,760
-399
-3% -$30.8K 0.41% 84
2020
Q2 		$972K Buy
+12,159
New +$887K 0.46% 77
2019
Q4 		$516K Buy
+6,063
New +$500K 0.57% 51
2019
Q1 		$958K Buy
+12,695
New +$1.02M 0.63% 46

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 $3.37T AUM 44.26% 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

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

Elevated Capital Advisors reduced its Philip Morris (PM) stake by 40% in Q2 2026, selling an estimated $664K and leaving 5,749 shares worth $1.04M. The position accounts for 0.29% of the portfolio, ranked #77.

Elevated Capital Advisors first reported a position in PM in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.8M in Q4 2025. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Elevated Capital Advisors held 5,749 shares of Philip Morris worth $1.04M as of Q2 2026.
  • Elevated Capital Advisors sold 3,826 Philip Morris shares in Q2 2026, an estimated $664K.
  • Philip Morris made up 0.29% of Elevated Capital Advisors's portfolio in Q2 2026, its #77 holding.
  • Elevated Capital Advisors first reported a position in Philip Morris in Q1 2019 and has held it in 24 quarters since.
  • Elevated Capital Advisors's Philip Morris position peaked at $1.8M in Q4 2025.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.