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 Q2	$244K	Sell	1,346 -149	-10%	-$25.8K	0.03%	362
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	0.38%	38

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

Fortis Capital Advisors's PM Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Philip Morris (PM) stake by 10% in Q2 2026, selling an estimated $25.8K and leaving 1,346 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #362.

Fortis Capital Advisors first reported a position in PM in Q4 2022 and has held it in 12 quarters since. The position peaked at $647K in Q4 2022. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Fortis Capital Advisors held 1,346 shares of Philip Morris worth $244K as of Q2 2026.
Fortis Capital Advisors sold 149 Philip Morris shares in Q2 2026, an estimated $25.8K.
Philip Morris made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #362 holding.
Fortis Capital Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 12 quarters since.
Fortis Capital Advisors's Philip Morris position peaked at $647K in Q4 2022.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.