Insigneo Advisory Services’s Philip Morris PM Stock Holding History

Insigneo 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	$2.13M	Buy	12,882 +2,675	+26%	+$465K	0.15%	123
2025 Q4	$1.64M	Sell	10,207 -353	-3%	-$54.7K	0.12%	151
2025 Q3	$1.71M	Buy	10,560 +629	+6%	+$106K	0.12%	137
2025 Q2	$1.81M	Buy	9,931 +793	+9%	+$136K	0.16%	123
2025 Q1	$1.45M	Buy	9,138 +1,053	+13%	+$149K	0.15%	133
2024 Q4	$973K	Sell	8,085 -5,111	-39%	-$645K	0.1%	167
2024 Q3	$1.6M	Sell	13,196 -1,553	-11%	-$180K	0.16%	126
2024 Q2	$1.67M	Sell	14,749 -5,561	-27%	-$544K	0.19%	108
2024 Q1	$1.89M	Sell	20,310 -693	-3%	-$63.9K	0.22%	86
2023 Q4	$2M	Buy	21,003 +6,080	+41%	+$560K	0.28%	71
2023 Q3	$1.4M	Buy	14,923 +250	+2%	+$24.1K	0.29%	69
2023 Q2	$1.45M	Buy	14,673 +7,674	+110%	+$733K	0.28%	71
2023 Q1	$689K	Buy	6,999 +792	+13%	+$78.9K	0.22%	90
2022 Q4	$636K	Buy	+6,207	New	+$586K	0.24%	88

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

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

Insigneo Advisory Services increased its Philip Morris (PM) stake by 26% in Q1 2026, buying an estimated $465K and bringing the position to 12,882 shares worth $2.13M. The position accounts for 0.15% of the portfolio, ranked #123.

Insigneo Advisory Services first reported a position in PM in Q4 2022 and has held it in 14 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Insigneo Advisory Services held 12,882 shares of Philip Morris worth $2.13M as of Q1 2026.
Insigneo Advisory Services bought 2,675 Philip Morris shares in Q1 2026, an estimated $465K.
Philip Morris made up 0.15% of Insigneo Advisory Services's portfolio in Q1 2026, its #123 holding.
Insigneo Advisory Services first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.