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Foundations Investment Advisors’s Philip Morris PM Stock Holding History

Foundations Investment 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 		$26.4M Buy
145,674
+17,075
+13% +$2.96M 0.27% 89
2026
Q1 		$21.3M Buy
128,599
+7,998
+7% +$1.39M 0.26% 93
2025
Q4 		$19.3M Buy
120,601
+72,833
+152% +$11.3M 0.25% 88
2025
Q3 		$7.75M Sell
47,768
-11,644
-20% -$1.96M 0.11% 157
2025
Q2 		$10.8M Buy
59,412
+24,345
+69% +$4.18M 0.17% 129
2025
Q1 		$5.57M Buy
35,067
+12,663
+57% +$1.79M 0.1% 191
2024
Q4 		$2.7M Buy
22,404
+1,790
+9% +$226K 0.05% 247
2024
Q3 		$2.5M Buy
20,614
+5,373
+35% +$624K 0.05% 241
2024
Q2 		$1.54M Buy
15,241
+3,045
+25% +$298K 0.04% 270
2024
Q1 		$1.12M Sell
12,196
-445
-4% -$41K 0.03% 307
2023
Q4 		$1.18M Sell
12,641
-5,473
-30% -$504K 0.03% 285
2023
Q3 		$1.68M Sell
18,114
-7,007
-28% -$674K 0.05% 234
2023
Q2 		$2.45M Sell
25,121
-2,806
-10% -$268K 0.08% 170
2023
Q1 		$2.72M Buy
27,927
+1,262
+5% +$126K 0.1% 134
2022
Q4 		$2.7M Buy
26,665
+11,079
+71% +$1.05M 0.11% 101
2022
Q3 		$1.29M Buy
15,586
+8,362
+116% +$797K 0.06% 133
2022
Q2 		$686K Buy
7,224
+1,118
+18% +$114K 0.03% 184
2022
Q1 		$621K Buy
6,106
+79
+1% +$7.9K 0.02% 173
2021
Q4 		$611K Buy
6,027
+2,069
+52% +$193K 0.02% 174
2021
Q3 		$381K Buy
3,958
+263
+7% +$26.5K 0.02% 228
2021
Q2 		$367K Sell
3,695
-452
-11% -$43.4K 0.02% 208
2021
Q1 		$366K Buy
4,147
+1,049
+34% +$89.1K 0.02% 161
2020
Q4 		$257K Buy
3,098
+80
+3% +$6.23K 0.02% 157
2020
Q3 		$225K Sell
3,018
-28
-0.9% -$2.16K 0.05% 155
2020
Q2 		$215K Buy
+3,046
New +$222K 0.02% 157
2018
Q4 		– Sell
-5,234
Closed -$427K – 122
2018
Q3 		$427K Buy
5,234
+2,118
+68% +$174K 0.1% 68
2018
Q2 		$252K Buy
+3,116
New +$264K 0.07% 77

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

Foundations Investment Advisors's PM Position: Q2 2026 in Review

Foundations Investment Advisors increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $2.96M and bringing the position to 145,674 shares worth $26.4M. The position accounts for 0.27% of the portfolio, ranked #89.

Foundations Investment Advisors first reported a position in PM in Q2 2018 and has held it in 27 quarters since. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Foundations Investment Advisors held 145,674 shares of Philip Morris worth $26.4M as of Q2 2026.
  • Foundations Investment Advisors bought 17,075 Philip Morris shares in Q2 2026, an estimated $2.96M.
  • Philip Morris made up 0.27% of Foundations Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Foundations Investment Advisors first reported a position in Philip Morris in Q2 2018 and has held it in 27 quarters since.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.