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Fortis Capital Advisors’s Philip Morris PM Stock Holding History

Fortis Capital 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 		$247K Buy
1,495
+61
+4% +$10.6K 0.03% 327
2025
Q4 		$230K Buy
1,434
+25
+2% +$3.87K 0.03% 278
2025
Q3 		$229K Sell
1,409
-1,131
-45% -$190K 0.04% 252
2025
Q2 		$463K Buy
2,540
+189
+8% +$32.5K 0.08% 161
2025
Q1 		$373K Buy
2,351
+629
+37% +$89.1K 0.08% 186
2024
Q4 		$212K Sell
1,722
-224
-12% -$28.3K 0.07% 169
2024
Q3 		$236K Buy
+1,946
New +$226K 0.08% 158
2023
Q4 		– Sell
-3,696
Closed -$342K – 125
2023
Q3 		$342K Sell
3,696
-721
-16% -$69.4K 0.22% 65
2023
Q2 		$431K Sell
4,417
-1,536
-26% -$147K 0.25% 53
2023
Q1 		$579K Sell
5,953
-441
-7% -$43.9K 0.31% 47
2022
Q4 		$647K Buy
+6,394
New +$603K 0.39% 38

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 $5.7T 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 $1.47T 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