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IFS Advisors’s Philip Morris PM Stock Holding History

IFS 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 		$72.3K Buy
+437
New +$75.9K 0.04% 45
2025
Q2 		– Sell
-500
Closed -$79.4K – 195
2025
Q1 		$79.4K Hold
500
– – 0.06% 35
2024
Q4 		$60.2K Buy
+500
New +$63.1K 0.05% 39

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

IFS Advisors's PM Position: Q1 2026 in Review

IFS Advisors opened a new position in Philip Morris (PM) in Q1 2026: 437 shares worth $72.3K. The stake represents 0.04% of the portfolio and ranks #45 among its holdings. This is a return to the name: IFS Advisors previously reported a position in PM as recently as Q1 2025.

IFS Advisors first reported a position in PM in Q4 2024 and has held it in 3 quarters since. The position peaked at $79.4K in Q1 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • IFS Advisors held 437 shares of Philip Morris worth $72.3K as of Q1 2026.
  • Philip Morris was a new IFS Advisors position in Q1 2026.
  • Philip Morris made up 0.04% of IFS Advisors's portfolio in Q1 2026, its #45 holding.
  • IFS Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 3 quarters since.
  • IFS Advisors's Philip Morris position peaked at $79.4K in Q1 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.