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Fund Advisors of America Inc’s Philip Morris PM Stock Holding History

Fund Advisors of America Inc’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 		$936K Sell
5,175
-334
-6% -$57.9K 0.85% 34
2026
Q1 		$911K Sell
5,509
-683
-11% -$119K 0.92% 35
2025
Q4 		$993K Buy
+6,192
New +$959K 0.91% 33

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fund Advisors of America Inc's PM Position: Q2 2026 in Review

Fund Advisors of America Inc reduced its Philip Morris (PM) stake by 6.1% in Q2 2026, selling an estimated $57.9K and leaving 5,175 shares worth $936K. The position accounts for 0.85% of the portfolio, ranked #34.

Fund Advisors of America Inc first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $993K in Q4 2025. 2,809 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Fund Advisors of America Inc held 5,175 shares of Philip Morris worth $936K as of Q2 2026.
  • Fund Advisors of America Inc sold 334 Philip Morris shares in Q2 2026, an estimated $57.9K.
  • Philip Morris made up 0.85% of Fund Advisors of America Inc's portfolio in Q2 2026, its #34 holding.
  • Fund Advisors of America Inc first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • Fund Advisors of America Inc's Philip Morris position peaked at $993K in Q4 2025.
  • 2,809 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.