Empower Advisory Group
PM icon

Empower Advisory Group’s Philip Morris PM Stock Holding History

Empower Advisory Group’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
Q1 		$717K Sell
4,339
-568
-12% -$98.7K ﹤0.01% 278
2025
Q4 		$787K Buy
4,907
+728
+17% +$113K ﹤0.01% 280
2025
Q3 		$678K Sell
4,179
-119
-3% -$20K ﹤0.01% 290
2025
Q2 		$783K Buy
4,298
+179
+4% +$30.7K ﹤0.01% 270
2025
Q1 		$654K Buy
4,119
+46
+1% +$6.52K ﹤0.01% 287
2024
Q4 		$490K Sell
4,073
-38
-0.9% -$4.79K ﹤0.01% 326
2024
Q3 		$499K Sell
4,111
-650
-14% -$75.5K ﹤0.01% 312
2024
Q2 		$482K Buy
4,761
+371
+8% +$36.3K ﹤0.01% 305
2024
Q1 		$402K Buy
4,390
+227
+5% +$20.9K ﹤0.01% 343
2023
Q4 		$392K Buy
4,163
+133
+3% +$12.3K ﹤0.01% 335
2023
Q3 		$373K Sell
4,030
-362
-8% -$34.8K ﹤0.01% 336
2023
Q2 		$429K Buy
4,392
+10
+0.2% +$955 ﹤0.01% 329
2023
Q1 		$429K Buy
+4,382
New +$437K ﹤0.01% 334

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

Empower Advisory Group's PM Position: Q1 2026 in Review

Empower Advisory Group reduced its Philip Morris (PM) stake by 12% in Q1 2026, selling an estimated $98.7K and leaving 4,339 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Empower Advisory Group first reported a position in PM in Q1 2023 and has held it in 13 quarters since. The position peaked at $787K in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Empower Advisory Group held 4,339 shares of Philip Morris worth $717K as of Q1 2026.
  • Empower Advisory Group sold 568 Philip Morris shares in Q1 2026, an estimated $98.7K.
  • Philip Morris made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #278 holding.
  • Empower Advisory Group first reported a position in Philip Morris in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Philip Morris position peaked at $787K in Q4 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.