HighTower Advisors’s Philip Morris PM Stock Holding History

HighTower 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
2019 Q4	–	Sell	-2,500	Closed	-$11K	–	2498
2019 Q3	$11K	Buy	+2,500	New	+$198K	﹤0.01%	2302
2018 Q3	–	Sell	-1,700	Closed	-$10K	–	2392
2018 Q2	$10K	Buy	+1,700	New	+$144K	﹤0.01%	2144

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

HighTower Advisors's PM Position: Q1 2026 in Review

HighTower Advisors reduced its Philip Morris (PM) stake by 0.2% in Q1 2026, selling an estimated $339K and leaving 971,746 shares worth $161M. The position accounts for 0.17% of the portfolio, ranked #126.

HighTower Advisors first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $193M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

HighTower Advisors held 971,746 shares of Philip Morris worth $161M as of Q1 2026.
HighTower Advisors sold 1,950 Philip Morris shares in Q1 2026, an estimated $339K.
Philip Morris made up 0.17% of HighTower Advisors's portfolio in Q1 2026, its #126 holding.
HighTower Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Philip Morris position peaked at $193M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.