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LexAurum Advisors’s Philip Morris PM Stock Holding History

LexAurum 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 		$708K Sell
3,913
-24
-0.6% -$4.16K 0.08% 191
2026
Q1 		$651K Buy
+3,937
New +$684K 0.08% 182
2025
Q3 		$383K Sell
2,364
-498
-17% -$83.8K 0.05% 250
2025
Q2 		$521K Sell
2,862
-237
-8% -$40.7K 0.08% 196
2025
Q1 		$492K Sell
3,099
-60
-2% -$8.5K 0.09% 189
2024
Q4 		$380K Buy
3,159
+1,144
+57% +$144K 0.08% 224
2024
Q3 		$245K Buy
+2,015
New +$234K 0.05% 268

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

LexAurum Advisors's PM Position: Q2 2026 in Review

LexAurum Advisors reduced its Philip Morris (PM) stake by 0.61% in Q2 2026, selling an estimated $4.16K and leaving 3,913 shares worth $708K. The position accounts for 0.08% of the portfolio, ranked #191.

LexAurum Advisors first reported a position in PM in Q3 2024 and has held it in 7 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • LexAurum Advisors held 3,913 shares of Philip Morris worth $708K as of Q2 2026.
  • LexAurum Advisors sold 24 Philip Morris shares in Q2 2026, an estimated $4.16K.
  • Philip Morris made up 0.08% of LexAurum Advisors's portfolio in Q2 2026, its #191 holding.
  • LexAurum Advisors first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.