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 Q2	$554K	Hold	3,062	–	–	0.07%	117
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 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 $3.37T AUM 44.26% 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

Financial Advisors Network's PM Position: Q2 2026 in Review

Financial Advisors Network held its Philip Morris (PM) position steady in Q2 2026 at 3,062 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #117.

Financial Advisors Network first reported a position in PM in Q4 2016 and has held it in 18 quarters since. The position peaked at $1.22M in Q2 2017. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Financial Advisors Network held 3,062 shares of Philip Morris worth $554K as of Q2 2026.
Financial Advisors Network left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.07% of Financial Advisors Network's portfolio in Q2 2026, its #117 holding.
Financial Advisors Network first reported a position in Philip Morris in Q4 2016 and has held it in 18 quarters since.
Financial Advisors Network's Philip Morris position peaked at $1.22M in Q2 2017.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.