IFG Advisors’s Philip Morris PM Stock Holding History

IFG 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	$1.56M	Hold	8,620	–	–	0.22%	55
2026 Q1	$1.43M	Hold	8,620	–	–	0.23%	50
2025 Q4	$1.38M	Hold	8,620	–	–	0.23%	50
2025 Q3	$1.4M	Hold	8,620	–	–	0.23%	49
2025 Q2	$1.57M	Hold	8,620	–	–	0.26%	42
2025 Q1	$1.37M	Hold	8,620	–	–	0.26%	46
2024 Q4	$1.04M	Buy	8,620 +867	+11%	+$109K	0.21%	53
2024 Q3	$941K	Hold	7,753	–	–	0.2%	54
2024 Q2	$786K	Hold	7,753	–	–	0.19%	57
2024 Q1	$710K	Hold	7,753	–	–	0.18%	58
2023 Q4	$729K	Hold	7,753	–	–	0.21%	52
2023 Q3	$718K	Hold	7,753	–	–	0.26%	43
2023 Q2	$757K	Hold	7,753	–	–	0.27%	43
2023 Q1	$754K	Hold	7,753	–	–	0.3%	40
2022 Q4	$785K	Hold	7,753	–	–	0.34%	38
2022 Q3	$644K	Hold	7,753	–	–	0.33%	44
2022 Q2	$766K	Hold	7,753	–	–	0.39%	36
2022 Q1	$728K	Buy	7,753 +50	+0.6%	+$5K	0.32%	47
2021 Q4	$732K	Hold	7,703	–	–	0.31%	47
2021 Q3	$730K	Hold	7,703	–	–	0.33%	43
2021 Q2	$763K	Buy	7,703 +150	+2%	+$14.4K	0.36%	40
2021 Q1	$670K	Hold	7,553	–	–	0.37%	38
2020 Q4	$625K	Hold	7,553	–	–	0.39%	37
2020 Q3	$565K	Hold	7,553	–	–	0.4%	41
2020 Q2	$529K	Hold	7,553	–	–	0.42%	36
2020 Q1	$551K	Hold	7,553	–	–	0.54%	29
2019 Q4	$643K	Hold	7,553	–	–	0.53%	22
2019 Q3	$573K	Buy	+7,553	New	+$599K	0.53%	23

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

IFG Advisors's PM Position: Q2 2026 in Review

IFG Advisors held its Philip Morris (PM) position steady in Q2 2026 at 8,620 shares worth $1.56M. The position accounts for 0.22% of the portfolio, ranked #55.

IFG Advisors first reported a position in PM in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.57M in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

IFG Advisors held 8,620 shares of Philip Morris worth $1.56M as of Q2 2026.
IFG Advisors left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.22% of IFG Advisors's portfolio in Q2 2026, its #55 holding.
IFG Advisors first reported a position in Philip Morris in Q3 2019 and has held it in 28 quarters since.
IFG Advisors's Philip Morris position peaked at $1.57M in Q2 2025.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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