Florida Financial Advisors’s Philip Morris PM Stock Holding History

Florida Financial 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	$427K	Buy	2,583 +420	+19%	+$73K	0.1%	188
2025 Q4	$345K	Sell	2,163 -10,229	-83%	-$1.58M	0.09%	193
2025 Q3	$2.01M	Buy	12,392 +2,989	+32%	+$503K	0.62%	35
2025 Q2	$1.71M	Buy	9,403 +1,327	+16%	+$228K	0.57%	35
2025 Q1	$1.28M	Buy	8,076 +3,430	+74%	+$486K	0.51%	38
2024 Q4	$559K	Sell	4,646 -1,490	-24%	-$188K	0.25%	80
2024 Q3	$742K	Buy	6,136 +3,643	+146%	+$423K	0.38%	55
2024 Q2	$250K	Buy	2,493 +39	+2%	+$3.81K	0.15%	119
2024 Q1	$225K	Sell	2,454 -322	-12%	-$29.7K	0.17%	111
2023 Q4	$259K	Buy	+2,776	New	+$256K	0.24%	87

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

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

Florida Financial Advisors increased its Philip Morris (PM) stake by 19% in Q1 2026, buying an estimated $73K and bringing the position to 2,583 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #188.

Florida Financial Advisors first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.01M in Q3 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Florida Financial Advisors held 2,583 shares of Philip Morris worth $427K as of Q1 2026.
Florida Financial Advisors bought 420 Philip Morris shares in Q1 2026, an estimated $73K.
Philip Morris made up 0.1% of Florida Financial Advisors's portfolio in Q1 2026, its #188 holding.
Florida Financial Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's Philip Morris position peaked at $2.01M in Q3 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.