LA
PM icon

Latitude Advisors’s Philip Morris PM Stock Holding History

Latitude Advisors’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 		$462K Buy
2,552
+497
+24% +$86.2K 0.18% 129
2026
Q1 		$340K Sell
2,055
-414
-17% -$71.9K 0.16% 153
2025
Q4 		$396K Buy
2,469
+144
+6% +$22.3K 0.17% 131
2025
Q3 		$377K Sell
2,325
-137
-6% -$23.1K 0.17% 121
2025
Q2 		$448K Sell
2,462
-99
-4% -$17K 0.23% 101
2025
Q1 		$407K Buy
2,561
+96
+4% +$13.6K 0.24% 100
2024
Q4 		$297K Sell
2,465
-117
-5% -$14.8K 0.17% 134
2024
Q3 		$313K Sell
2,582
-5
-0.2% -$581 0.18% 129
2024
Q2 		$262K Buy
2,587
+48
+2% +$4.69K 0.16% 135
2024
Q1 		$233K Buy
2,539
+315
+14% +$29K 0.15% 150
2023
Q4 		$209K Sell
2,224
-76
-3% -$7K 0.15% 156
2023
Q3 		$213K Sell
2,300
-393
-15% -$37.8K 0.15% 151
2023
Q2 		$263K Sell
2,693
-2,661
-50% -$254K 0.18% 125
2023
Q1 		$521K Buy
5,354
+424
+9% +$42.3K 0.38% 63
2022
Q4 		$499K Sell
4,930
-697
-12% -$65.8K 0.37% 59
2022
Q3 		$467K Buy
5,627
+117
+2% +$11.2K 0.39% 56
2022
Q2 		$544K Sell
5,510
-10,504
-66% -$1.07M 0.5% 47
2022
Q1 		$1.5M Buy
16,014
+8,996
+128% +$900K 0.34% 64
2021
Q4 		$667K Sell
7,018
-874
-11% -$81.7K 0.19% 115
2021
Q3 		$748K Buy
7,892
+4,033
+105% +$406K 0.24% 83
2021
Q2 		$382K Buy
3,859
+3
+0.1% +$288 0.28% 86
2021
Q1 		$342K Buy
+3,856
New +$327K 0.28% 90

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

Latitude Advisors's PM Position: Q2 2026 in Review

Latitude Advisors increased its Philip Morris (PM) stake by 24% in Q2 2026, buying an estimated $86.2K and bringing the position to 2,552 shares worth $462K. The position accounts for 0.18% of the portfolio, ranked #129.

Latitude Advisors first reported a position in PM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.5M in Q1 2022. 1,391 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Latitude Advisors held 2,552 shares of Philip Morris worth $462K as of Q2 2026.
  • Latitude Advisors bought 497 Philip Morris shares in Q2 2026, an estimated $86.2K.
  • Philip Morris made up 0.18% of Latitude Advisors's portfolio in Q2 2026, its #129 holding.
  • Latitude Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 22 quarters since.
  • Latitude Advisors's Philip Morris position peaked at $1.5M in Q1 2022.
  • 1,391 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.