IMA Advisory Services’s Philip Morris PM Stock Holding History

IMA Advisory Services’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	$9.67K	Buy	58 +3	+5%	+$521	﹤0.01%	334
2025 Q4	$8.9K	Buy	55 +45	+450%	+$6.97K	﹤0.01%	349
2025 Q3	$1.62K	Hold	10	–	–	﹤0.01%	351
2025 Q2	$1.83K	Buy	+10	New	+$1.72K	﹤0.01%	342
2020 Q4	–	Sell	-18	Closed	-$1K	–	313
2020 Q3	$1K	Buy	+18	New	+$1.39K	﹤0.01%	285
2019 Q4	–	Sell	-1,800	Closed	-$137K	–	285
2019 Q3	$137K	Hold	1,800	–	–	0.05%	120
2019 Q2	$141K	Sell	1,800 -400	-18%	-$33K	0.05%	118
2019 Q1	$194K	Buy	2,200 +400	+22%	+$32.2K	0.08%	102
2018 Q4	$120K	Hold	1,800	–	–	0.06%	124
2018 Q3	$147K	Sell	1,800 -51	-3%	-$4.19K	0.06%	119
2018 Q2	$149K	Buy	+1,851	New	+$157K	0.06%	122
2017 Q3	–	Sell	-1,800	Closed	-$211K	–	131
2017 Q2	$211K	Hold	1,800	–	–	0.1%	131
2017 Q1	$203K	Buy	+1,800	New	+$186K	0.1%	133
2015 Q3	–	Sell	-1,800	Closed	-$144K	–	162
2015 Q2	$144K	Buy	+1,800	New	+$148K	0.07%	159

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

IMA Advisory Services's PM Position: Q1 2026 in Review

IMA Advisory Services increased its Philip Morris (PM) stake by 5.5% in Q1 2026, buying an estimated $521 and bringing the position to 58 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

IMA Advisory Services first reported a position in PM in Q2 2015 and has held it in 14 quarters since. The position peaked at $211K in Q2 2017. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

IMA Advisory Services held 58 shares of Philip Morris worth $9.67K as of Q1 2026.
IMA Advisory Services bought 3 Philip Morris shares in Q1 2026, an estimated $521.
Philip Morris made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #334 holding.
IMA Advisory Services first reported a position in Philip Morris in Q2 2015 and has held it in 14 quarters since.
IMA Advisory Services's Philip Morris position peaked at $211K in Q2 2017.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.