HA
PM icon

Herold Advisors’s Philip Morris PM Stock Holding History

Herold 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 		$938K Buy
5,182
+94
+2% +$16.3K 0.19% 122
2026
Q1 		$841K Sell
5,088
-540
-10% -$93.8K 0.18% 120
2025
Q4 		$903K Sell
5,628
-708
-11% -$110K 0.2% 115
2025
Q3 		$1.03M Sell
6,336
-1,725
-21% -$290K 0.24% 105
2025
Q2 		$1.47M Buy
8,061
+622
+8% +$107K 0.31% 91
2025
Q1 		$1.18M Sell
7,439
-447
-6% -$63.3K 0.26% 106
2024
Q4 		$949K Buy
7,886
+107
+1% +$13.5K 0.21% 126
2024
Q3 		$944K Hold
7,779
– – 0.21% 132
2024
Q2 		$788K Sell
7,779
-190
-2% -$18.6K 0.18% 142
2024
Q1 		$730K Sell
7,969
-533
-6% -$49.1K 0.18% 146
2023
Q4 		$800K Sell
8,502
-650
-7% -$59.9K 0.22% 123
2023
Q3 		$847K Buy
9,152
+3,668
+67% +$353K 0.26% 114
2023
Q2 		$535K Buy
5,484
+434
+9% +$41.5K 0.16% 148
2023
Q1 		$491K Buy
5,050
+103
+2% +$10.3K 0.17% 144
2022
Q4 		$501K Buy
4,947
+1,050
+27% +$99.1K 0.21% 112
2022
Q3 		$323K Hold
3,897
– – 0.16% 142
2022
Q2 		$384K Hold
3,897
– – 0.17% 137
2022
Q1 		$366K Hold
3,897
– – 0.13% 145
2021
Q4 		$370K Hold
3,897
– – 0.14% 149
2021
Q3 		$369K Buy
+3,897
New +$392K 0.14% 147

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Herold Advisors's PM Position: Q2 2026 in Review

Herold Advisors increased its Philip Morris (PM) stake by 1.8% in Q2 2026, buying an estimated $16.3K and bringing the position to 5,182 shares worth $938K. The position accounts for 0.19% of the portfolio, ranked #122.

Herold Advisors first reported a position in PM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.47M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Herold Advisors held 5,182 shares of Philip Morris worth $938K as of Q2 2026.
  • Herold Advisors bought 94 Philip Morris shares in Q2 2026, an estimated $16.3K.
  • Philip Morris made up 0.19% of Herold Advisors's portfolio in Q2 2026, its #122 holding.
  • Herold Advisors first reported a position in Philip Morris in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Philip Morris position peaked at $1.47M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.