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Integrated Advisors Network’s Philip Morris PM Stock Holding History

Integrated Advisors Network’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 		$1.08M Sell
6,517
-3,516
-35% -$611K 0.06% 300
2025
Q4 		$1.61M Sell
10,033
-380
-4% -$58.9K 0.07% 266
2025
Q3 		$1.69M Sell
10,413
-767
-7% -$129K 0.07% 265
2025
Q2 		$2.04M Buy
11,180
+528
+5% +$90.7K 0.09% 238
2025
Q1 		$1.69M Buy
10,652
+670
+7% +$94.9K 0.09% 228
2024
Q4 		$1.2M Sell
9,982
-465
-4% -$58.7K 0.06% 279
2024
Q3 		$1.27M Sell
10,447
-1,467
-12% -$170K 0.06% 286
2024
Q2 		$1.21M Buy
11,914
+1,309
+12% +$128K 0.06% 276
2024
Q1 		$972K Sell
10,605
-177
-2% -$16.3K 0.05% 315
2023
Q4 		$1.01M Buy
10,782
+509
+5% +$46.9K 0.06% 288
2023
Q3 		$951K Sell
10,273
-58
-0.6% -$5.58K 0.06% 291
2023
Q2 		$1.01M Sell
10,331
-2,278
-18% -$218K 0.06% 288
2023
Q1 		$1.23M Buy
12,609
+1,773
+16% +$177K 0.07% 253
2022
Q4 		$1.1M Buy
10,836
+755
+7% +$71.2K 0.07% 275
2022
Q3 		$837K Sell
10,081
-4,479
-31% -$427K 0.06% 298
2022
Q2 		$1.44M Sell
14,560
-649
-4% -$66.2K 0.09% 227
2022
Q1 		$1.43M Buy
15,209
+4,075
+37% +$408K 0.08% 244
2021
Q4 		$1.06M Buy
11,134
+1,676
+18% +$157K 0.06% 272
2021
Q3 		$897K Buy
9,458
+856
+10% +$86.1K 0.06% 284
2021
Q2 		$852K Buy
8,602
+543
+7% +$52.1K 0.06% 249
2021
Q1 		$715K Buy
8,059
+1,868
+30% +$159K 0.07% 258
2020
Q4 		$513K Sell
6,191
-154
-2% -$12K 0.06% 282
2020
Q3 		$476K Sell
6,345
-218
-3% -$16.8K 0.06% 261
2020
Q2 		$460K Buy
6,563
+2,696
+70% +$197K 0.05% 269
2020
Q1 		$282K Buy
3,867
+632
+20% +$52K 0.06% 284
2019
Q4 		$275K Buy
+3,235
New +$267K 0.04% 344

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

Integrated Advisors Network's PM Position: Q1 2026 in Review

Integrated Advisors Network reduced its Philip Morris (PM) stake by 35% in Q1 2026, selling an estimated $611K and leaving 6,517 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #300.

Integrated Advisors Network first reported a position in PM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.04M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Integrated Advisors Network held 6,517 shares of Philip Morris worth $1.08M as of Q1 2026.
  • Integrated Advisors Network sold 3,516 Philip Morris shares in Q1 2026, an estimated $611K.
  • Philip Morris made up 0.06% of Integrated Advisors Network's portfolio in Q1 2026, its #300 holding.
  • Integrated Advisors Network first reported a position in Philip Morris in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's Philip Morris position peaked at $2.04M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.