Harbor Advisory Corp’s Philip Morris PM Stock Holding History

Harbor Advisory Corp’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 Q1	$372K	Sell	2,249 -396	-15%	-$68.8K	0.11%	67
2025 Q4	$424K	Hold	2,645	–	–	0.13%	65
2025 Q3	$429K	Hold	2,645	–	–	0.13%	68
2025 Q2	$482K	Hold	2,645	–	–	0.15%	65
2025 Q1	$420K	Hold	2,645	–	–	0.14%	70
2024 Q4	$318K	Hold	2,645	–	–	0.1%	76
2024 Q3	$321K	Hold	2,645	–	–	0.1%	76
2024 Q2	$268K	Hold	2,645	–	–	0.09%	78
2024 Q1	$242K	Buy	+2,645	New	+$244K	0.08%	79

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbor Advisory Corp's PM Position: Q1 2026 in Review

Harbor Advisory Corp reduced its Philip Morris (PM) stake by 15% in Q1 2026, selling an estimated $68.8K and leaving 2,249 shares worth $372K. The position accounts for 0.11% of the portfolio, ranked #67.

Harbor Advisory Corp first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $482K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Harbor Advisory Corp held 2,249 shares of Philip Morris worth $372K as of Q1 2026.
Harbor Advisory Corp sold 396 Philip Morris shares in Q1 2026, an estimated $68.8K.
Philip Morris made up 0.11% of Harbor Advisory Corp's portfolio in Q1 2026, its #67 holding.
Harbor Advisory Corp first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
Harbor Advisory Corp's Philip Morris position peaked at $482K in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.