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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
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 $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

Insight Advisors's PM Position: Q1 2026 in Review

Insight Advisors reduced its Philip Morris (PM) stake by 24% in Q1 2026, selling an estimated $100K and leaving 1,856 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #185.

Insight Advisors first reported a position in PM in Q1 2021 and has held it in 21 quarters since. The position peaked at $441K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Insight Advisors held 1,856 shares of Philip Morris worth $307K as of Q1 2026.
  • Insight Advisors sold 577 Philip Morris shares in Q1 2026, an estimated $100K.
  • Philip Morris made up 0.06% of Insight Advisors's portfolio in Q1 2026, its #185 holding.
  • Insight Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 21 quarters since.
  • Insight Advisors's Philip Morris position peaked at $441K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.