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Fiducient Advisors’s Philip Morris PM Stock Holding History

Fiducient 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 		– Sell
-1,270
Closed -$206K – 160
2025
Q4 		$206K Sell
1,270
-152
-11% -$23.5K 0.03% 165
2025
Q3 		$231K Buy
1,422
+138
+11% +$23.2K 0.03% 141
2025
Q2 		$234K Sell
1,284
-12
-0.9% -$2.06K 0.03% 139
2025
Q1 		$207K Buy
+1,296
New +$184K 0.03% 151
2024
Q2 		– Sell
-6,390
Closed -$593K – 157
2024
Q1 		$593K Buy
6,390
+580
+10% +$53.5K 0.12% 75
2023
Q4 		$547K Sell
5,810
-413
-7% -$38K 0.1% 68
2023
Q3 		$576K Buy
+6,223
New +$599K 0.03% 64
2023
Q1 		– Sell
-3,307
Closed -$339K – 137
2022
Q4 		$339K Hold
3,307
– – 0.1% 126
2022
Q3 		$279K Hold
3,307
– – 0.13% 46
2022
Q2 		$331K Hold
3,307
– – 0.12% 62
2022
Q1 		$315K Buy
3,307
+41
+1% +$4.1K 0.12% 50
2021
Q4 		$314K Sell
3,266
-2,334
-42% -$218K 0.1% 45
2021
Q3 		$531K Sell
5,600
-2,400
-30% -$241K 0.16% 49
2021
Q2 		$793K Sell
8,000
-60
-0.7% -$5.76K 0.25% 30
2021
Q1 		$715K Buy
8,060
+60
+0.8% +$5.09K 0.23% 38
2020
Q4 		$662K Buy
+8,000
New +$623K 0.25% 34

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiducient Advisors's PM Position: Q1 2026 in Review

Fiducient Advisors sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,270 shares — an estimated $206K sold.

Fiducient Advisors first reported a position in PM in Q4 2020 and held it in 16 quarters. The position peaked at $793K in Q2 2021. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Fiducient Advisors reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Fiducient Advisors sold 1,270 Philip Morris shares in Q1 2026, an estimated $206K.
  • Fiducient Advisors first reported a position in Philip Morris in Q4 2020 and held it in 16 quarters.
  • Fiducient Advisors's Philip Morris position peaked at $793K in Q2 2021.
  • 2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.