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Legend Capital Advisors’s Philip Morris PM Stock Holding History

Legend Capital 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 		– Sell
-953
Closed -$158K – 137
2026
Q1 		$158K Buy
+953
New +$166K 0.1% 69

Other funds holding PM

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BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legend Capital Advisors's PM Position: Q2 2026 in Review

Legend Capital Advisors sold out of Philip Morris (PM) in Q2 2026, closing a stake of 953 shares — an estimated $158K sold.

Legend Capital Advisors first reported a position in PM in Q1 2026 and held it in 1 quarter. The position peaked at $158K in Q1 2026. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Legend Capital Advisors reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Legend Capital Advisors sold 953 Philip Morris shares in Q2 2026, an estimated $158K.
  • Legend Capital Advisors first reported a position in Philip Morris in Q1 2026 and held it in 1 quarter.
  • Legend Capital Advisors's Philip Morris position peaked at $158K in Q1 2026.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Legend Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.