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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
Q2 		$632K Buy
3,494
+911
+35% +$158K 0.11% 176
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Florida Financial Advisors increased its Philip Morris (PM) stake by 35% in Q2 2026, buying an estimated $158K and bringing the position to 3,494 shares worth $632K. The position accounts for 0.11% of the portfolio, ranked #176.

Florida Financial Advisors first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.01M in Q3 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Florida Financial Advisors held 3,494 shares of Philip Morris worth $632K as of Q2 2026.
  • Florida Financial Advisors bought 911 Philip Morris shares in Q2 2026, an estimated $158K.
  • Philip Morris made up 0.11% of Florida Financial Advisors's portfolio in Q2 2026, its #176 holding.
  • Florida Financial Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Florida Financial Advisors's Philip Morris position peaked at $2.01M in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.