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Fortis Group Advisors’s Philip Morris PM Stock Holding History

Fortis Group 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 		$351K Buy
1,942
+119
+7% +$20.6K 0.06% 205
2026
Q1 		$301K Sell
1,823
-7
-0.4% -$1.22K 0.05% 231
2025
Q4 		$327K Sell
1,830
-305
-14% -$47.3K 0.05% 228
2025
Q3 		$310K Sell
2,135
-3,919
-65% -$659K 0.05% 184
2025
Q2 		$995K Sell
6,054
-595
-9% -$102K 0.18% 112
2025
Q1 		$1.06M Buy
6,649
+2,759
+71% +$391K 0.2% 103
2024
Q4 		$468K Buy
3,890
+178
+5% +$22.5K 0.09% 137
2024
Q3 		$451K Buy
3,712
+3,612
+3,612% +$420K 0.08% 134
2024
Q2 		$10.1K Hold
100
– – ﹤0.01% 298
2024
Q1 		$9.16K Sell
100
-100
-50% -$9.22K ﹤0.01% 320
2023
Q4 		$18.8K Buy
200
+100
+100% +$9.21K ﹤0.01% 242
2023
Q3 		$9.26K Buy
+100
New +$9.62K ﹤0.01% 235
2020
Q3 		$293K Buy
+3,915
New +$302K 0.06% 144

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

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

Fortis Group Advisors increased its Philip Morris (PM) stake by 6.5% in Q2 2026, buying an estimated $20.6K and bringing the position to 1,942 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #205.

Fortis Group Advisors first reported a position in PM in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.06M in Q1 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Fortis Group Advisors held 1,942 shares of Philip Morris worth $351K as of Q2 2026.
  • Fortis Group Advisors bought 119 Philip Morris shares in Q2 2026, an estimated $20.6K.
  • Philip Morris made up 0.06% of Fortis Group Advisors's portfolio in Q2 2026, its #205 holding.
  • Fortis Group Advisors first reported a position in Philip Morris in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Philip Morris position peaked at $1.06M in Q1 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.