Evergreen Advisors’s Philip Morris PM Stock Holding History

Evergreen 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 Q1	$46.3K	Buy	+280	New	+$48.7K	0.01%	65

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Advisors's PM Position: Q1 2026 in Review

Evergreen Advisors opened a new position in Philip Morris (PM) in Q1 2026: 280 shares worth $46.3K. The stake represents 0.01% of the portfolio and ranks #65 among its holdings.

2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Evergreen Advisors held 280 shares of Philip Morris worth $46.3K as of Q1 2026.
Philip Morris was a new Evergreen Advisors position in Q1 2026.
Philip Morris made up 0.01% of Evergreen Advisors's portfolio in Q1 2026, its #65 holding.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.