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Glass Jacobson Investment Advisors’s Philip Morris PM Stock Holding History

Glass Jacobson 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 		$44.3K Buy
245
+76
+45% +$13.2K 0.01% 346
2026
Q1 		$28K Sell
169
-28
-14% -$4.87K 0.01% 378
2025
Q4 		$31.7K Buy
197
+1
+0.5% +$155 0.01% 360
2025
Q3 		$31.7K Sell
196
-26
-12% -$4.37K 0.01% 348
2025
Q2 		$40.4K Sell
222
-3,327
-94% -$571K 0.02% 309
2025
Q1 		$427K Hold
3,549
– – 0.14% 163
2024
Q4 		$427K Buy
3,549
+1
+0% +$126 0.14% 163
2024
Q3 		$431K Sell
3,548
-54
-1% -$6.27K 0.14% 153
2024
Q2 		$365K Buy
3,602
+2
+0.1% +$196 0.13% 166
2024
Q1 		$330K Sell
3,600
-448
-11% -$41.3K 0.12% 171
2023
Q4 		$381K Sell
4,048
-198
-5% -$18.2K 0.16% 151
2023
Q3 		$393K Buy
4,246
+100
+2% +$9.62K 0.18% 135
2023
Q2 		$405K Buy
+4,146
New +$396K 0.19% 138
2022
Q4 		$443K Buy
+4,378
New +$413K 0.22% 127

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

Glass Jacobson Investment Advisors's PM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Philip Morris (PM) stake by 45% in Q2 2026, buying an estimated $13.2K and bringing the position to 245 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #346.

Glass Jacobson Investment Advisors first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $443K in Q4 2022. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Glass Jacobson Investment Advisors held 245 shares of Philip Morris worth $44.3K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 76 Philip Morris shares in Q2 2026, an estimated $13.2K.
  • Philip Morris made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #346 holding.
  • Glass Jacobson Investment Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Philip Morris position peaked at $443K in Q4 2022.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.