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Insight Advisors’s Philip Morris PM Stock Holding History

Insight 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 		$334K Sell
1,848
-8
-0.4% -$1.39K 0.06% 175
2026
Q1 		$307K Sell
1,856
-577
-24% -$100K 0.06% 185
2025
Q4 		$390K Sell
2,433
-40
-2% -$6.2K 0.06% 184
2025
Q3 		$401K Buy
2,473
+54
+2% +$9.09K 0.06% 180
2025
Q2 		$441K Buy
2,419
+67
+3% +$11.5K 0.07% 171
2025
Q1 		$373K Buy
2,352
+40
+2% +$5.67K 0.06% 186
2024
Q4 		$277K Buy
2,312
+9
+0.4% +$1.14K 0.05% 238
2024
Q3 		$280K Buy
2,303
+6
+0.3% +$697 0.05% 241
2024
Q2 		$233K Buy
2,297
+12
+0.5% +$1.17K 0.04% 263
2024
Q1 		$209K Sell
2,285
-237
-9% -$21.9K 0.04% 277
2023
Q4 		$237K Sell
2,522
-424
-14% -$39.1K 0.05% 246
2023
Q3 		$273K Buy
2,946
+45
+2% +$4.33K 0.06% 219
2023
Q2 		$283K Sell
2,901
-9
-0.3% -$860 0.06% 225
2023
Q1 		$283K Buy
2,910
+11
+0.4% +$1.1K 0.07% 236
2022
Q4 		$294K Buy
2,899
+12
+0.4% +$1.13K 0.1% 247
2022
Q3 		$240K Buy
2,887
+675
+31% +$64.4K 0.09% 240
2022
Q2 		$217K Sell
2,212
-24
-1% -$2.45K 0.07% 274
2022
Q1 		$210K Hold
2,236
– – 0.06% 296
2021
Q4 		$212K Buy
2,236
+6
+0.3% +$561 0.06% 291
2021
Q3 		$209K Sell
2,230
-4
-0.2% -$402 0.06% 288
2021
Q2 		$223K Buy
2,234
+11
+0.5% +$1.05K 0.07% 283
2021
Q1 		$211K Buy
+2,223
New +$189K 0.07% 308

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Insight Advisors's PM Position: Q2 2026 in Review

Insight Advisors reduced its Philip Morris (PM) stake by 0.43% in Q2 2026, selling an estimated $1.39K and leaving 1,848 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #175.

Insight Advisors first reported a position in PM in Q1 2021 and has held it in 22 quarters since. The position peaked at $441K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Insight Advisors held 1,848 shares of Philip Morris worth $334K as of Q2 2026.
  • Insight Advisors sold 8 Philip Morris shares in Q2 2026, an estimated $1.39K.
  • Philip Morris made up 0.06% of Insight Advisors's portfolio in Q2 2026, its #175 holding.
  • Insight Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 22 quarters since.
  • Insight Advisors's Philip Morris position peaked at $441K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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