FAN
PM icon

Financial Advisors Network’s Philip Morris PM Stock Holding History

Financial Advisors Network’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 		$506K Sell
3,062
-38
-1% -$6.6K 0.07% 110
2025
Q4 		$497K Sell
3,100
-586
-16% -$90.8K 0.07% 112
2025
Q3 		$598K Sell
3,686
-8
-0.2% -$1.35K 0.08% 100
2025
Q2 		$673K Sell
3,694
-323
-8% -$55.5K 0.1% 91
2025
Q1 		$638K Sell
4,017
-2,006
-33% -$284K 0.11% 84
2024
Q4 		$725K Buy
+6,023
New +$760K 0.12% 81
2023
Q4 		$748K Buy
7,945
+1,673
+27% +$154K 0.15% 68
2023
Q3 		$581K Buy
+6,272
New +$604K 0.13% 71
2022
Q4 		$411K Buy
4,057
+1,129
+39% +$107K 0.11% 75
2022
Q3 		$243K Buy
2,928
+759
+35% +$72.4K 0.07% 95
2022
Q2 		$214K Buy
+2,169
New +$221K 0.06% 109
2018
Q2 		$435K Buy
+5,383
New +$457K 0.26% 62
2017
Q4 		$1.14M Buy
10,802
+36
+0.3% +$3.84K 0.77% 26
2017
Q3 		$1.2M Buy
10,766
+390
+4% +$45.4K 0.95% 23
2017
Q2 		$1.22M Sell
10,376
-135
-1% -$15.6K 1.01% 22
2017
Q1 		$1.18M Sell
10,511
-14
-0.1% -$1.44K 1.02% 19
2016
Q4 		$1.01M Buy
+10,525
New +$975K 0.86% 20

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

Financial Advisors Network's PM Position: Q1 2026 in Review

Financial Advisors Network reduced its Philip Morris (PM) stake by 1.2% in Q1 2026, selling an estimated $6.6K and leaving 3,062 shares worth $506K. The position accounts for 0.07% of the portfolio, ranked #110.

Financial Advisors Network first reported a position in PM in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.22M in Q2 2017. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Financial Advisors Network held 3,062 shares of Philip Morris worth $506K as of Q1 2026.
  • Financial Advisors Network sold 38 Philip Morris shares in Q1 2026, an estimated $6.6K.
  • Philip Morris made up 0.07% of Financial Advisors Network's portfolio in Q1 2026, its #110 holding.
  • Financial Advisors Network first reported a position in Philip Morris in Q4 2016 and has held it in 17 quarters since.
  • Financial Advisors Network's Philip Morris position peaked at $1.22M in Q2 2017.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.