Global Assets Advisory’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$224K Sell
1,247
-13
-1% -$2.25K 0.05% 303
2026
Q1
$208K Buy
+1,260
New +$219K 0.06% 208
2025
Q3
Sell
-1,174
Closed -$208K 293
2025
Q2
$208K Buy
+1,174
New +$202K 0.08% 205
2024
Q2
Sell
-1,498
Closed -$137K 386
2024
Q1
$137K Buy
+1,498
New +$138K 0.08% 164

Other funds holding PM

Global Assets Advisory's PM Position: Q2 2026 in Review

Global Assets Advisory reduced its Philip Morris (PM) stake by 1% in Q2 2026, selling an estimated $2.25K and leaving 1,247 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #303.

Global Assets Advisory first reported a position in PM in Q1 2024 and has held it in 4 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Global Assets Advisory held 1,247 shares of Philip Morris worth $224K as of Q2 2026.
  • Global Assets Advisory sold 13 Philip Morris shares in Q2 2026, an estimated $2.25K.
  • Philip Morris made up 0.05% of Global Assets Advisory's portfolio in Q2 2026, its #303 holding.
  • Global Assets Advisory first reported a position in Philip Morris in Q1 2024 and has held it in 4 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.