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Journey Advisory Group’s Philip Morris PM Stock Holding History

Journey 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 		$517K Buy
2,858
+87
+3% +$15.1K 0.04% 199
2026
Q1 		$458K Sell
2,771
-1,000
-27% -$174K 0.04% 186
2025
Q4 		$605K Hold
3,771
– – 0.05% 179
2025
Q3 		$612K Hold
3,771
– – 0.05% 178
2025
Q2 		$687K Sell
3,771
-19,441
-84% -$3.34M 0.05% 184
2025
Q1 		$3.68M Buy
23,212
+19,480
+522% +$2.76M 0.3% 83
2024
Q4 		$378K Hold
3,732
– – 0.05% 174
2024
Q3 		$378K Hold
3,732
– – 0.05% 174
2024
Q2 		$378K Hold
3,732
– – 0.05% 174
2024
Q1 		$342K Sell
3,732
-75
-2% -$6.92K 0.04% 187
2023
Q4 		$358K Hold
3,807
– – 0.05% 166
2023
Q3 		$352K Sell
3,807
-75
-2% -$7.22K 0.05% 167
2023
Q2 		$379K Sell
3,882
-200
-5% -$19.1K 0.06% 163
2023
Q1 		$397K Buy
4,082
+692
+20% +$69K 0.06% 165
2022
Q4 		$343K Buy
3,390
+508
+18% +$47.9K 0.09% 161
2022
Q3 		$239K Buy
+2,882
New +$275K 0.06% 212
2021
Q3 		– Sell
-2,659
Closed -$264K – 203
2021
Q2 		$264K Hold
2,659
– – 0.08% 175
2021
Q1 		$236K Sell
2,659
-50
-2% -$4.25K 0.08% 176
2020
Q4 		$224K Buy
+2,709
New +$211K 0.08% 166

Other funds holding PM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Journey Advisory Group's PM Position: Q2 2026 in Review

Journey Advisory Group increased its Philip Morris (PM) stake by 3.1% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,858 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #199.

Journey Advisory Group first reported a position in PM in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.68M in Q1 2025. 1,653 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Journey Advisory Group held 2,858 shares of Philip Morris worth $517K as of Q2 2026.
  • Journey Advisory Group bought 87 Philip Morris shares in Q2 2026, an estimated $15.1K.
  • Philip Morris made up 0.04% of Journey Advisory Group's portfolio in Q2 2026, its #199 holding.
  • Journey Advisory Group first reported a position in Philip Morris in Q4 2020 and has held it in 19 quarters since.
  • Journey Advisory Group's Philip Morris position peaked at $3.68M in Q1 2025.
  • 1,653 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.