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Innovative Asset Advisors Group’s Philip Morris PM Stock Holding History

Innovative Asset Advisors Group’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 		$487K Sell
2,669
-671
-20% -$116K 0.21% 90
2026
Q1 		$557K Buy
+3,340
New +$580K 0.32% 61

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Innovative Asset Advisors Group's PM Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Philip Morris (PM) stake by 20% in Q2 2026, selling an estimated $116K and leaving 2,669 shares worth $487K. The position accounts for 0.21% of the portfolio, ranked #90.

Innovative Asset Advisors Group first reported a position in PM in Q1 2026 and has held it in 2 quarters since. The position peaked at $557K in Q1 2026. 2,809 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Innovative Asset Advisors Group held 2,669 shares of Philip Morris worth $487K as of Q2 2026.
  • Innovative Asset Advisors Group sold 671 Philip Morris shares in Q2 2026, an estimated $116K.
  • Philip Morris made up 0.21% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #90 holding.
  • Innovative Asset Advisors Group first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Philip Morris position peaked at $557K in Q1 2026.
  • 2,809 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.