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Fortune Financial Advisors’s Philip Morris PM Stock Holding History

Fortune 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 		$3.18M Buy
17,555
+2,091
+14% +$363K 1.36% 19
2026
Q1 		$2.56M Buy
15,464
+429
+3% +$74.5K 1.3% 20
2025
Q4 		$2.41M Buy
15,035
+409
+3% +$63.4K 1.63% 18
2025
Q3 		$2.37M Buy
14,626
+724
+5% +$122K 1.78% 18
2025
Q2 		$2.53M Buy
13,902
+163
+1% +$28K 2.04% 14
2025
Q1 		$2.18M Buy
13,739
+727
+6% +$103K 1.88% 16
2024
Q4 		$1.57M Buy
13,012
+402
+3% +$50.7K 1.42% 21
2024
Q3 		$1.53M Buy
12,610
+54
+0.4% +$6.27K 1.39% 24
2024
Q2 		$1.27M Buy
12,556
+43
+0.3% +$4.2K 0.78% 40
2024
Q1 		$1.15M Sell
12,513
-713
-5% -$65.7K 0.73% 42
2023
Q4 		$1.24M Sell
13,226
-104
-0.8% -$9.58K 0.87% 37
2023
Q3 		$1.23M Buy
13,330
+176
+1% +$16.9K 0.94% 33
2023
Q2 		$1.28M Buy
+13,154
New +$1.26M 0.96% 35

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Fortune Financial Advisors increased its Philip Morris (PM) stake by 14% in Q2 2026, buying an estimated $363K and bringing the position to 17,555 shares worth $3.18M. The position accounts for 1.36% of the portfolio, ranked #19.

Fortune Financial Advisors first reported a position in PM in Q2 2023 and has held it in 13 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Fortune Financial Advisors held 17,555 shares of Philip Morris worth $3.18M as of Q2 2026.
  • Fortune Financial Advisors bought 2,091 Philip Morris shares in Q2 2026, an estimated $363K.
  • Philip Morris made up 1.36% of Fortune Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Fortune Financial Advisors first reported a position in Philip Morris in Q2 2023 and has held it in 13 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.