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Focus Partners Advisor Solutions’s Philip Morris PM Stock Holding History

Focus Partners Advisor Solutions’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 		$4.95M Sell
29,920
-3,232
-10% -$562K 0.05% 171
2025
Q4 		$5.32M Sell
33,152
-3,752
-10% -$581K 0.07% 140
2025
Q3 		$5.87M Buy
36,904
+6,625
+22% +$1.11M 0.07% 152
2025
Q2 		$5.51M Buy
30,279
+1,307
+5% +$224K 0.07% 134
2025
Q1 		$4.6M Buy
28,972
+3,645
+14% +$516K 0.07% 141
2024
Q4 		$3.05M Buy
25,327
+1,901
+8% +$240K 0.05% 167
2024
Q3 		$2.84M Buy
23,426
+1,375
+6% +$160K 0.06% 153
2024
Q2 		$2.23M Sell
22,051
-3,785
-15% -$370K 0.06% 161
2024
Q1 		$2.37M Buy
25,836
+21,469
+492% +$1.98M 0.07% 143
2023
Q4 		$411K Sell
4,367
-13,851
-76% -$1.28M 0.02% 279
2023
Q3 		$1.69M Buy
18,218
+12,932
+245% +$1.24M 0.08% 118
2023
Q2 		$516K Sell
5,286
-3,001
-36% -$287K 0.03% 211
2023
Q1 		$806K Buy
8,287
+3,356
+68% +$334K 0.05% 145
2022
Q4 		$499K Sell
4,931
-1,482
-23% -$140K 0.04% 190
2022
Q3 		$532K Buy
6,413
+947
+17% +$90.3K 0.03% 220
2022
Q2 		$540K Buy
5,466
+1,404
+35% +$143K 0.05% 179
2022
Q1 		$382K Buy
+4,062
New +$406K 0.04% 207

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

Focus Partners Advisor Solutions's PM Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Philip Morris (PM) stake by 9.7% in Q1 2026, selling an estimated $562K and leaving 29,920 shares worth $4.95M. The position accounts for 0.05% of the portfolio, ranked #171.

Focus Partners Advisor Solutions first reported a position in PM in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.87M in Q3 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Focus Partners Advisor Solutions held 29,920 shares of Philip Morris worth $4.95M as of Q1 2026.
  • Focus Partners Advisor Solutions sold 3,232 Philip Morris shares in Q1 2026, an estimated $562K.
  • Philip Morris made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #171 holding.
  • Focus Partners Advisor Solutions first reported a position in Philip Morris in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's Philip Morris position peaked at $5.87M in Q3 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.