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Investment Advisory Group’s Philip Morris PM Stock Holding History

Investment 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 		$202K Buy
+1,220
New +$212K 0.05% 191
2025
Q3 		– Sell
-1,198
Closed -$218K – 192
2025
Q2 		$218K Buy
+1,198
New +$206K 0.07% 165

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

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

Investment Advisory Group opened a new position in Philip Morris (PM) in Q1 2026: 1,220 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #191 among its holdings. This is a return to the name: Investment Advisory Group previously reported a position in PM as recently as Q2 2025.

Investment Advisory Group first reported a position in PM in Q2 2025 and has held it in 2 quarters since. The position peaked at $218K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Investment Advisory Group held 1,220 shares of Philip Morris worth $202K as of Q1 2026.
  • Philip Morris was a new Investment Advisory Group position in Q1 2026.
  • Philip Morris made up 0.05% of Investment Advisory Group's portfolio in Q1 2026, its #191 holding.
  • Investment Advisory Group first reported a position in Philip Morris in Q2 2025 and has held it in 2 quarters since.
  • Investment Advisory Group's Philip Morris position peaked at $218K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.