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 Q2	–	Sell	-280	Closed	-$46.3K	–	123
2026 Q1	$46.3K	Buy	+280	New	+$48.7K	0.01%	65

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Advisors's PM Position: Q2 2026 in Review

Evergreen Advisors sold out of Philip Morris (PM) in Q2 2026, closing a stake of 280 shares — an estimated $46.3K sold.

Evergreen Advisors first reported a position in PM in Q1 2026 and held it in 1 quarter. The position peaked at $46.3K in Q1 2026. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Evergreen Advisors reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 280 Philip Morris shares in Q2 2026, an estimated $46.3K.
Evergreen Advisors first reported a position in Philip Morris in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Philip Morris position peaked at $46.3K in Q1 2026.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.