Level Four Advisory Services’s Philip Morris PM Stock Holding History

Level Four Advisory Services’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	$3.71M	Buy	20,502 +3,350	+20%	+$581K	0.1%	218
2026 Q1	$2.84M	Buy	17,152 +1,949	+13%	+$339K	0.09%	245
2025 Q4	$2.44M	Sell	15,203 -1,496	-9%	-$232K	0.08%	262
2025 Q3	$2.71M	Sell	16,699 -1,514	-8%	-$255K	0.09%	238
2025 Q2	$3.32M	Buy	18,213 +3,137	+21%	+$539K	0.12%	203
2025 Q1	$2.39M	Buy	15,076 +39	+0.3%	+$5.52K	0.1%	228
2024 Q4	$1.81M	Sell	15,037 -853	-5%	-$108K	0.07%	250
2024 Q3	$2.11M	Buy	15,890 +490	+3%	+$56.9K	0.09%	231
2024 Q2	$1.56M	Sell	15,400 -9,121	-37%	-$892K	0.07%	267
2024 Q1	$2.31M	Buy	24,521 +929	+4%	+$85.7K	0.13%	180
2023 Q4	$2.22M	Sell	23,592 -35	-0.1%	-$3.23K	0.12%	183
2023 Q3	$2.19M	Sell	23,627 -3,907	-14%	-$376K	0.14%	172
2023 Q2	$2.69M	Sell	27,534 -242	-0.9%	-$23.1K	0.16%	144
2023 Q1	$2.7M	Buy	27,776 +2,514	+10%	+$251K	0.18%	138
2022 Q4	$2.56M	Buy	25,262 +13,205	+110%	+$1.25M	0.19%	129
2022 Q3	$1M	Sell	12,057 -605	-5%	-$57.7K	0.1%	205
2022 Q2	$1.25M	Buy	12,662 +935	+8%	+$95.3K	0.12%	186
2022 Q1	$1.1M	Sell	11,727 -331	-3%	-$33.1K	0.09%	228
2021 Q4	$1.15M	Buy	12,058 +6,319	+110%	+$591K	0.09%	226
2021 Q3	$544K	Sell	5,739 -2,229	-28%	-$224K	0.06%	275
2021 Q2	$790K	Sell	7,968 -837	-10%	-$80.3K	0.05%	307
2021 Q1	$781K	Sell	8,805 -311	-3%	-$26.4K	0.06%	303
2020 Q4	$755K	Buy	9,116 +1,414	+18%	+$110K	0.06%	287
2020 Q3	$578K	Sell	7,702 -1,853	-19%	-$143K	0.04%	324
2020 Q2	$671K	Buy	9,555 +1,732	+22%	+$126K	0.05%	316
2020 Q1	$570K	Sell	7,823 -2,724	-26%	-$224K	0.07%	297
2019 Q4	$920K	Buy	10,547 +2,226	+27%	+$183K	0.04%	290
2019 Q3	$632K	Sell	8,321 -4,584	-36%	-$363K	0.07%	285
2019 Q2	$1.01M	Sell	12,905 -153	-1%	-$12.6K	0.1%	196
2019 Q1	$1.15M	Sell	13,058 -4,110	-24%	-$331K	0.13%	170
2018 Q4	$1.15M	Buy	17,168 +572	+3%	+$47.8K	0.14%	158
2018 Q3	$1.35M	Sell	16,596 -2,739	-14%	-$225K	0.15%	162
2018 Q2	$1.56M	Buy	19,335 +3,654	+23%	+$310K	0.11%	175
2018 Q1	$1.56M	Buy	15,681 +1,318	+9%	+$137K	0.12%	163
2017 Q4	$1.52M	Buy	14,363 +207	+1%	+$22.1K	0.12%	166
2017 Q3	$1.57M	Sell	14,156 -3,072	-18%	-$358K	0.14%	143
2017 Q2	$1.95M	Sell	17,228 -124	-0.7%	-$14.4K	0.3%	83
2017 Q1	$1.96M	Buy	17,352 +2,201	+15%	+$227K	0.2%	106
2016 Q4	$1.39M	Buy	+15,151	New	+$1.4M	0.18%	126

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Level Four Advisory Services's PM Position: Q2 2026 in Review

Level Four Advisory Services increased its Philip Morris (PM) stake by 20% in Q2 2026, buying an estimated $581K and bringing the position to 20,502 shares worth $3.71M. The position accounts for 0.1% of the portfolio, ranked #218.

Level Four Advisory Services first reported a position in PM in Q4 2016 and has held it in 39 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Level Four Advisory Services held 20,502 shares of Philip Morris worth $3.71M as of Q2 2026.
Level Four Advisory Services bought 3,350 Philip Morris shares in Q2 2026, an estimated $581K.
Philip Morris made up 0.1% of Level Four Advisory Services's portfolio in Q2 2026, its #218 holding.
Level Four Advisory Services first reported a position in Philip Morris in Q4 2016 and has held it in 39 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.