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HFM Investment Advisors’s Philip Morris PM Stock Holding History

HFM Investment 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
Q1 		$12.9K Buy
78
+1
+1% +$174 0.01% 108
2025
Q4 		$12.4K Buy
77
+68
+756% +$10.5K ﹤0.01% 111
2025
Q3 		$1.46K Sell
9
-1
-10% -$168 ﹤0.01% 251
2025
Q2 		$1.82K Buy
10
+5
+100% +$859 ﹤0.01% 202
2025
Q1 		$794 Buy
+5
New +$708 ﹤0.01% 194

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HFM Investment Advisors's PM Position: Q1 2026 in Review

HFM Investment Advisors increased its Philip Morris (PM) stake by 1.3% in Q1 2026, buying an estimated $174 and bringing the position to 78 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #108.

HFM Investment Advisors first reported a position in PM in Q1 2025 and has held it in 5 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • HFM Investment Advisors held 78 shares of Philip Morris worth $12.9K as of Q1 2026.
  • HFM Investment Advisors bought 1 Philip Morris share in Q1 2026, an estimated $174.
  • Philip Morris made up 0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #108 holding.
  • HFM Investment Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.