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Elevation Advisory Partners’s Philip Morris PM Stock Holding History

Elevation Advisory Partners’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 		– Sell
-2,192
Closed -$392K – 80
2026
Q1 		$392K Buy
+2,192
New +$381K 0.37% 46

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Elevation Advisory Partners's PM Position: Q2 2026 in Review

Elevation Advisory Partners sold out of Philip Morris (PM) in Q2 2026, closing a stake of 2,192 shares — an estimated $392K sold.

Elevation Advisory Partners first reported a position in PM in Q1 2026 and held it in 1 quarter. The position peaked at $392K in Q1 2026. 2,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Elevation Advisory Partners reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Elevation Advisory Partners sold 2,192 Philip Morris shares in Q2 2026, an estimated $392K.
  • Elevation Advisory Partners first reported a position in Philip Morris in Q1 2026 and held it in 1 quarter.
  • Elevation Advisory Partners's Philip Morris position peaked at $392K in Q1 2026.
  • 2,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.