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Investment Advisory Services’s Philip Morris PM Stock Holding History

Investment Advisory Services’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 		$508K Buy
2,809
+61
+2% +$10.6K 0.15% 77
2026
Q1 		$454K Sell
2,748
-14
-0.5% -$2.43K 0.14% 83
2025
Q4 		$443K Buy
2,762
+44
+2% +$6.82K 0.14% 81
2025
Q3 		$441K Buy
2,718
+13
+0.5% +$2.19K 0.14% 82
2025
Q2 		$493K Buy
2,705
+179
+7% +$30.7K 0.16% 79
2025
Q1 		$401K Buy
2,526
+16
+0.6% +$2.27K 0.15% 81
2024
Q4 		$302K Buy
2,510
+78
+3% +$9.84K 0.11% 91
2024
Q3 		$295K Buy
2,432
+40
+2% +$4.65K 0.1% 97
2024
Q2 		$242K Buy
2,392
+27
+1% +$2.64K 0.09% 105
2024
Q1 		$217K Buy
2,365
+221
+10% +$20.4K 0.08% 111
2023
Q4 		$202K Sell
2,144
-135
-6% -$12.4K 0.08% 113
2023
Q3 		$211K Buy
2,279
+58
+3% +$5.58K 0.09% 103
2023
Q2 		$217K Buy
+2,221
New +$212K 0.09% 101

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Investment Advisory Services's PM Position: Q2 2026 in Review

Investment Advisory Services increased its Philip Morris (PM) stake by 2.2% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,809 shares worth $508K. The position accounts for 0.15% of the portfolio, ranked #77.

Investment Advisory Services first reported a position in PM in Q2 2023 and has held it in 13 quarters since. 1,137 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Investment Advisory Services held 2,809 shares of Philip Morris worth $508K as of Q2 2026.
  • Investment Advisory Services bought 61 Philip Morris shares in Q2 2026, an estimated $10.6K.
  • Philip Morris made up 0.15% of Investment Advisory Services's portfolio in Q2 2026, its #77 holding.
  • Investment Advisory Services first reported a position in Philip Morris in Q2 2023 and has held it in 13 quarters since.
  • 1,137 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.