Inspire Advisors’s Philip Morris PM Stock Holding History

Inspire 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	$264K	Buy	+1,596	New	+$277K	0.02%	508
2025 Q4	–	Sell	-1,238	Closed	-$201K	–	621
2025 Q3	$201K	Buy	1,238 +42	+4%	+$7.07K	0.02%	500
2025 Q2	$218K	Sell	1,196 -890	-43%	-$153K	0.02%	435
2025 Q1	$331K	Sell	2,086 -49	-2%	-$6.94K	0.04%	333
2024 Q4	$257K	Buy	+2,135	New	+$269K	0.03%	318
2021 Q2	–	Sell	-3,502	Closed	-$311K	–	97
2021 Q1	$311K	Hold	3,502	–	–	0.11%	47
2020 Q4	$290K	Buy	+3,502	New	+$273K	0.11%	41

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

Inspire Advisors's PM Position: Q1 2026 in Review

Inspire Advisors opened a new position in Philip Morris (PM) in Q1 2026: 1,596 shares worth $264K. The stake represents 0.02% of the portfolio and ranks #508 among its holdings. This is a return to the name: Inspire Advisors previously reported a position in PM as recently as Q3 2025.

Inspire Advisors first reported a position in PM in Q4 2020 and has held it in 7 quarters since. The position peaked at $331K in Q1 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Inspire Advisors held 1,596 shares of Philip Morris worth $264K as of Q1 2026.
Philip Morris was a new Inspire Advisors position in Q1 2026.
Philip Morris made up 0.02% of Inspire Advisors's portfolio in Q1 2026, its #508 holding.
Inspire Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 7 quarters since.
Inspire Advisors's Philip Morris position peaked at $331K in Q1 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.