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Legacy Edge Advisors’s Philip Morris PM Stock Holding History

Legacy Edge 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 		$232K Buy
1,276
+34
+3% +$5.9K 0.03% 189
2026
Q1 		$205K Sell
1,242
-24
-2% -$4.17K 0.02% 220
2025
Q4 		$203K Buy
+1,266
New +$196K 0.02% 216

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Legacy Edge Advisors's PM Position: Q2 2026 in Review

Legacy Edge Advisors increased its Philip Morris (PM) stake by 2.7% in Q2 2026, buying an estimated $5.9K and bringing the position to 1,276 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #189.

Legacy Edge Advisors first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,042 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Legacy Edge Advisors held 1,276 shares of Philip Morris worth $232K as of Q2 2026.
  • Legacy Edge Advisors bought 34 Philip Morris shares in Q2 2026, an estimated $5.9K.
  • Philip Morris made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #189 holding.
  • Legacy Edge Advisors first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,042 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.