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Jackson Grant Investment Advisers’s Philip Morris PM Stock Holding History

Jackson Grant Investment Advisers’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 		$507K Buy
2,804
+6
+0.2% +$1.04K 0.16% 77
2026
Q1 		$463K Buy
2,798
+6
+0.2% +$1.04K 0.15% 77
2025
Q4 		$448K Buy
2,792
+6
+0.2% +$930 0.15% 79
2025
Q3 		$452K Buy
2,786
+4
+0.1% +$673 0.15% 78
2025
Q2 		$507K Buy
2,782
+6
+0.2% +$1.03K 0.19% 68
2025
Q1 		$441K Buy
2,776
+7
+0.3% +$992 0.17% 68
2024
Q4 		$333K Buy
2,769
+7
+0.3% +$883 0.13% 80
2024
Q3 		$335K Buy
2,762
+7
+0.3% +$813 0.13% 82
2024
Q2 		$279K Buy
2,755
+9
+0.3% +$880 0.11% 88
2024
Q1 		$252K Buy
2,746
+8
+0.3% +$738 0.1% 92
2023
Q4 		$258K Buy
2,738
+8
+0.3% +$737 0.11% 86
2023
Q3 		$253K Buy
2,730
+7
+0.3% +$674 0.12% 84
2023
Q2 		$266K Buy
2,723
+208
+8% +$19.9K 0.12% 86
2023
Q1 		$245K Buy
2,515
+218
+9% +$21.7K 0.11% 87
2022
Q4 		$232K Buy
2,297
+9
+0.4% +$849 0.11% 88
2022
Q3 		$190K Buy
2,288
+7
+0.3% +$668 0.1% 98
2022
Q2 		$225K Sell
2,281
-86
-4% -$8.77K 0.11% 89
2022
Q1 		$222K Buy
2,367
+12
+0.5% +$1.2K 0.09% 100
2021
Q4 		$224K Buy
2,355
+11
+0.5% +$1.03K 0.11% 84
2021
Q3 		$222K Buy
2,344
+11
+0.5% +$1.11K 0.1% 97
2021
Q2 		$231K Buy
2,333
+11
+0.5% +$1.05K 0.1% 94
2021
Q1 		$206K Buy
2,322
+13
+0.6% +$1.1K 0.09% 103
2020
Q4 		$191K Buy
2,309
+12
+0.5% +$934 0.1% 95
2020
Q3 		$172K Buy
2,297
+13
+0.6% +$1K 0.1% 85
2020
Q2 		$160K Sell
2,284
-93
-4% -$6.78K 0.1% 82
2020
Q1 		$173K Sell
2,377
-184
-7% -$15.1K 0.13% 77
2019
Q4 		$218K Sell
2,561
-31
-1% -$2.56K 0.12% 88
2019
Q3 		$197K Buy
2,592
+16
+0.6% +$1.27K 0.11% 89
2019
Q2 		$202K Buy
2,576
+15
+0.6% +$1.24K 0.12% 84
2019
Q1 		$226K Buy
2,561
+4
+0.2% +$322 0.14% 75
2018
Q4 		$171K Buy
2,557
+381
+18% +$31.8K 0.12% 90
2018
Q3 		$177K Sell
2,176
-141
-6% -$11.6K 0.11% 92
2018
Q2 		$187K Sell
2,317
-42
-2% -$3.56K 0.13% 88
2018
Q1 		$234K Sell
2,359
-104
-4% -$10.8K 0.16% 73
2017
Q4 		$260K Sell
2,463
-925
-27% -$98.6K 0.18% 69
2017
Q3 		$376K Buy
3,388
+20
+0.6% +$2.33K 0.27% 51
2017
Q2 		$396K Buy
3,368
+10
+0.3% +$1.16K 0.31% 43
2017
Q1 		$379K Sell
3,358
-67
-2% -$6.91K 0.3% 44
2016
Q4 		$313K Sell
3,425
-3,237
-49% -$300K 0.27% 46
2016
Q3 		$648K Buy
6,662
+940
+16% +$94.2K 0.54% 30
2016
Q2 		$582K Sell
5,722
-1,154
-17% -$115K 0.51% 31
2016
Q1 		$675K Buy
6,876
+138
+2% +$12.7K 0.62% 28
2015
Q4 		$592K Buy
+6,738
New +$585K 0.56% 31

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Jackson Grant Investment Advisers's PM Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Philip Morris (PM) stake by 0.21% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,804 shares worth $507K. The position accounts for 0.16% of the portfolio, ranked #77.

Jackson Grant Investment Advisers first reported a position in PM in Q4 2015 and has held it in 43 quarters since. The position peaked at $675K in Q1 2016. 1,384 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Jackson Grant Investment Advisers held 2,804 shares of Philip Morris worth $507K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 6 Philip Morris shares in Q2 2026, an estimated $1.04K.
  • Philip Morris made up 0.16% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #77 holding.
  • Jackson Grant Investment Advisers first reported a position in Philip Morris in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's Philip Morris position peaked at $675K in Q1 2016.
  • 1,384 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.