Granite Group Advisors
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Granite Group Advisors’s Philip Morris PM Stock Holding History

Granite Group 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
Q3 		$692K Sell
3,628
-1
-0% -$189 0.44% 35
2026
Q2 		$657K Sell
3,629
-4
-0.1% -$694 0.39% 40
2026
Q1 		$572K Sell
3,633
-9
-0.2% -$1.56K 0.35% 45
2025
Q4 		$584K Sell
3,642
-7
-0.2% -$1.08K 0.33% 40
2025
Q3 		$592K Buy
3,649
+300
+9% +$50.5K 0.36% 36
2025
Q2 		$610K Buy
+3,349
New +$575K 0.37% 31

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Granite Group Advisors's PM Position: Q3 2026 in Review

Granite Group Advisors reduced its Philip Morris (PM) stake by 0.03% in Q3 2026, selling an estimated $189 and leaving 3,628 shares worth $692K. The position accounts for 0.44% of the portfolio, ranked #35.

Granite Group Advisors first reported a position in PM in Q2 2025 and has held it in 6 quarters since. 2,493 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Granite Group Advisors held 3,628 shares of Philip Morris worth $692K as of Q3 2026.
  • Granite Group Advisors sold 1 Philip Morris share in Q3 2026, an estimated $189.
  • Philip Morris made up 0.44% of Granite Group Advisors's portfolio in Q3 2026, its #35 holding.
  • Granite Group Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
  • 2,493 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Granite Group Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.