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 Q2	$2.36M	Buy	13,063 +181	+1%	+$31.4K	0.09%	171
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Insigneo Advisory Services's PM Position: Q2 2026 in Review

Insigneo Advisory Services increased its Philip Morris (PM) stake by 1.4% in Q2 2026, buying an estimated $31.4K and bringing the position to 13,063 shares worth $2.36M. The position accounts for 0.09% of the portfolio, ranked #171.

Insigneo Advisory Services first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Insigneo Advisory Services held 13,063 shares of Philip Morris worth $2.36M as of Q2 2026.
Insigneo Advisory Services bought 181 Philip Morris shares in Q2 2026, an estimated $31.4K.
Philip Morris made up 0.09% of Insigneo Advisory Services's portfolio in Q2 2026, its #171 holding.
Insigneo Advisory Services first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.