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Investment Research & Advisory Group’s Philip Morris PM Stock Holding History

Investment Research & 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
Q2 		$3.83M Buy
21,071
+136
+0.6% +$23.6K 1.18% 24
2026
Q1 		$3.48M Buy
20,935
+76
+0.4% +$13.2K 1.22% 23
2025
Q4 		$3.35M Buy
20,859
+160
+0.8% +$24.8K 1.11% 26
2025
Q3 		$3.36M Buy
20,699
+649
+3% +$109K 1.14% 27
2025
Q2 		$3.65M Sell
20,050
-366
-2% -$62.9K 1.36% 23
2025
Q1 		$3.24M Buy
20,416
+1,214
+6% +$172K 1.35% 24
2024
Q4 		$2.31M Buy
19,202
+518
+3% +$65.3K 0.96% 31
2024
Q3 		$2.27M Sell
18,684
-300
-2% -$34.9K 0.96% 34
2024
Q2 		$1.92M Buy
18,984
+235
+1% +$23K 0.85% 35
2024
Q1 		$1.72M Buy
18,749
+216
+1% +$19.9K 0.79% 37
2023
Q4 		$1.74M Sell
18,533
-1,268
-6% -$117K 0.89% 32
2023
Q3 		$1.83M Buy
19,801
+147
+0.7% +$14.1K 1.04% 34
2023
Q2 		$1.92M Buy
19,654
+175
+0.9% +$16.7K 1.11% 27
2023
Q1 		$1.89M Sell
19,479
-116
-0.6% -$11.6K 1.22% 27
2022
Q4 		$1.98M Buy
19,595
+20
+0.1% +$1.89K 1.3% 24
2022
Q3 		$1.63M Sell
19,575
-140
-0.7% -$13.4K 1.22% 26
2022
Q2 		$1.95M Buy
19,715
+174
+0.9% +$17.7K 1.41% 24
2022
Q1 		$1.84M Sell
19,541
-546
-3% -$54.6K 1.15% 27
2021
Q4 		$1.91M Buy
20,087
+860
+4% +$80.4K 1.16% 25
2021
Q3 		$1.83M Buy
19,227
+198
+1% +$19.9K 1.2% 25
2021
Q2 		$1.89M Buy
19,029
+317
+2% +$30.4K 1.24% 25
2021
Q1 		$1.66M Sell
18,712
-34
-0.2% -$2.89K 1.22% 27
2020
Q4 		$1.55M Buy
18,746
+2,199
+13% +$171K 1.15% 29
2020
Q3 		$1.24M Buy
16,547
+608
+4% +$46.9K 1.03% 31
2020
Q2 		$1.11M Buy
15,939
+14,115
+774% +$1.03M 1% 32
2020
Q1 		$133K Sell
1,824
-335
-16% -$27.6K 0.12% 54
2019
Q4 		$184K Buy
+2,159
New +$178K 0.17% 52

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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

Investment Research & Advisory Group's PM Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Philip Morris (PM) stake by 0.65% in Q2 2026, buying an estimated $23.6K and bringing the position to 21,071 shares worth $3.83M. The position accounts for 1.18% of the portfolio, ranked #24.

Investment Research & Advisory Group first reported a position in PM in Q4 2019 and has held it in 27 quarters since. 1,160 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Investment Research & Advisory Group held 21,071 shares of Philip Morris worth $3.83M as of Q2 2026.
  • Investment Research & Advisory Group bought 136 Philip Morris shares in Q2 2026, an estimated $23.6K.
  • Philip Morris made up 1.18% of Investment Research & Advisory Group's portfolio in Q2 2026, its #24 holding.
  • Investment Research & Advisory Group first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.