IAM Advisory’s Philip Morris PM Stock Holding History

IAM Advisory’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	$710K	Buy	3,923 +6	+0.2%	+$1.04K	0.14%	70
2026 Q1	$648K	Buy	3,917 +6	+0.2%	+$1.04K	0.15%	72
2025 Q4	$627K	Buy	3,911 +6	+0.2%	+$930	0.14%	70
2025 Q3	$633K	Buy	3,905 +209	+6%	+$35.2K	0.14%	70
2025 Q2	$673K	Buy	3,696 +4	+0.1%	+$687	0.16%	69
2025 Q1	$586K	Buy	3,692 +4	+0.1%	+$567	0.15%	68
2024 Q4	$444K	Buy	3,688 +5	+0.1%	+$631	0.11%	76
2024 Q3	$447K	Buy	3,683 +6	+0.2%	+$697	0.11%	77
2024 Q2	$373K	Buy	3,677 +6	+0.2%	+$587	0.1%	76
2024 Q1	$336K	Buy	3,671 +5	+0.1%	+$461	0.09%	77
2023 Q4	$345K	Buy	3,666 +6	+0.2%	+$553	0.11%	71
2023 Q3	$339K	Buy	3,660 +5	+0.1%	+$481	0.12%	72
2023 Q2	$357K	Buy	3,655 +5	+0.1%	+$478	0.12%	69
2023 Q1	$355K	Sell	3,650 -95	-3%	-$9.47K	0.12%	74
2022 Q4	$379K	Sell	3,745 -2,001	-35%	-$189K	0.14%	69
2022 Q3	$477K	Buy	5,746 +5	+0.1%	+$477	0.2%	58
2022 Q2	$567K	Buy	5,741 +4	+0.1%	+$408	0.23%	55
2022 Q1	$539K	Buy	5,737 +2,107	+58%	+$211K	0.22%	58
2021 Q4	$364K	Buy	3,630 +10	+0.3%	+$935	0.14%	62
2021 Q3	$344K	Buy	+3,620	New	+$364K	0.15%	61
2021 Q2	–	Sell	-5,723	Closed	-$549K	–	86
2021 Q1	$549K	Buy	5,723 +5	+0.1%	+$425	0.24%	52
2020 Q4	$459K	Buy	+5,718	New	+$445K	0.23%	52

Other funds holding PM

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return