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 Q2	$307K	Buy	1,700 +104	+7%	+$18K	0.02%	524
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 $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

Inspire Advisors's PM Position: Q2 2026 in Review

Inspire Advisors increased its Philip Morris (PM) stake by 6.5% in Q2 2026, buying an estimated $18K and bringing the position to 1,700 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #524.

Inspire Advisors first reported a position in PM in Q4 2020 and has held it in 8 quarters since. The position peaked at $331K in Q1 2025. 2,932 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Inspire Advisors held 1,700 shares of Philip Morris worth $307K as of Q2 2026.
Inspire Advisors bought 104 Philip Morris shares in Q2 2026, an estimated $18K.
Philip Morris made up 0.02% of Inspire Advisors's portfolio in Q2 2026, its #524 holding.
Inspire Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 8 quarters since.
Inspire Advisors's Philip Morris position peaked at $331K in Q1 2025.
2,932 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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