LGT Financial Advisors’s Philip Morris PM Stock Holding History

LGT Financial 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	$5.79K	Hold	32	–	–	0.03%	176
2026 Q1	$5.29K	Hold	32	–	–	0.03%	201
2025 Q4	$5.13K	Hold	32	–	–	0.03%	207
2025 Q3	$5.19K	Hold	32	–	–	0.01%	305
2025 Q2	$5.83K	Buy	+32	New	+$5.5K	0.01%	275
2024 Q3	–	Sell	-146	Closed	-$14.8K	–	772
2024 Q2	$14.8K	Sell	146 -3,454	-96%	-$338K	0.03%	380
2024 Q1	$330K	Hold	3,600	–	–	0.38%	55
2023 Q4	$339K	Hold	3,600	–	–	0.41%	53
2023 Q3	$333K	Hold	3,600	–	–	0.42%	50
2023 Q2	$351K	Hold	3,600	–	–	0.37%	78
2023 Q1	$350K	Sell	3,600 -800	-18%	-$79.7K	0.65%	41
2022 Q4	$445K	Buy	+4,400	New	+$415K	0.52%	37

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

LGT Financial Advisors's PM Position: Q2 2026 in Review

LGT Financial Advisors held its Philip Morris (PM) position steady in Q2 2026 at 32 shares worth $5.79K. The position accounts for 0.03% of the portfolio, ranked #176.

LGT Financial Advisors first reported a position in PM in Q4 2022 and has held it in 12 quarters since. The position peaked at $445K in Q4 2022. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

LGT Financial Advisors held 32 shares of Philip Morris worth $5.79K as of Q2 2026.
LGT Financial Advisors left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.03% of LGT Financial Advisors's portfolio in Q2 2026, its #176 holding.
LGT Financial Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 12 quarters since.
LGT Financial Advisors's Philip Morris position peaked at $445K in Q4 2022.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.