IAG
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Investmark Advisory Group’s Philip Morris PM Stock Holding History

Investmark Advisory Group’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 		$7.14M Sell
43,173
-1,385
-3% -$241K 3.06% 6
2025
Q4 		$7.15M Sell
44,558
-649
-1% -$101K 3.04% 6
2025
Q3 		$7.33M Sell
45,207
-795
-2% -$134K 3.18% 6
2025
Q2 		$8.38M Sell
46,002
-1,980
-4% -$340K 3.93% 5
2025
Q1 		$7.62M Sell
47,982
-706
-1% -$100K 3.76% 6
2024
Q4 		$5.86M Buy
48,688
+175
+0.4% +$22.1K 2.87% 6
2024
Q3 		$5.89M Buy
48,513
+16,496
+52% +$1.92M 2.86% 6
2024
Q2 		$3.24M Sell
32,017
-59
-0.2% -$5.77K 1.73% 15
2024
Q1 		$2.94M Sell
32,076
-526
-2% -$48.5K 1.61% 16
2023
Q4 		$3.07M Sell
32,602
-100
-0.3% -$9.21K 1.8% 15
2023
Q3 		$3.03M Buy
32,702
+370
+1% +$35.6K 2.05% 14
2023
Q2 		$3.16M Buy
32,332
+503
+2% +$48.1K 2.1% 14
2023
Q1 		$3.1M Buy
31,829
+651
+2% +$64.9K 2.27% 15
2022
Q4 		$3.16M Buy
31,178
+997
+3% +$94.1K 2.34% 13
2022
Q3 		$2.5M Buy
30,181
+1,026
+4% +$97.8K 2.25% 14
2022
Q2 		$2.88M Buy
29,155
+608
+2% +$62K 2.84% 13
2022
Q1 		$2.68M Buy
28,547
+819
+3% +$81.9K 2.76% 13
2021
Q4 		$2.63M Buy
+27,728
New +$2.59M 2.46% 12

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

Investmark Advisory Group's PM Position: Q1 2026 in Review

Investmark Advisory Group reduced its Philip Morris (PM) stake by 3.1% in Q1 2026, selling an estimated $241K and leaving 43,173 shares worth $7.14M. The position accounts for 3.06% of the portfolio, ranked #6.

Investmark Advisory Group first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.38M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Investmark Advisory Group held 43,173 shares of Philip Morris worth $7.14M as of Q1 2026.
  • Investmark Advisory Group sold 1,385 Philip Morris shares in Q1 2026, an estimated $241K.
  • Philip Morris made up 3.06% of Investmark Advisory Group's portfolio in Q1 2026, its #6 holding.
  • Investmark Advisory Group first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's Philip Morris position peaked at $8.38M in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.