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 Q2	$407K	Hold	2,249	–	–	0.11%	70
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harbor Advisory Corp's PM Position: Q2 2026 in Review

Harbor Advisory Corp held its Philip Morris (PM) position steady in Q2 2026 at 2,249 shares worth $407K. The position accounts for 0.11% of the portfolio, ranked #70.

Harbor Advisory Corp first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $482K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Harbor Advisory Corp held 2,249 shares of Philip Morris worth $407K as of Q2 2026.
Harbor Advisory Corp left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.11% of Harbor Advisory Corp's portfolio in Q2 2026, its #70 holding.
Harbor Advisory Corp first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
Harbor Advisory Corp's Philip Morris position peaked at $482K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Harbor Advisory Corp's 13F filing for Q2 2026, filed 13 Aug 2026.