Lido Advisors
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Lido Advisors’s Philip Morris PM Stock Holding History

Lido 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 		$1.23M Sell
6,800
-100
-1% -$17.3K ﹤0.01% 999
2026
Q1 		$1.14M Hold
6,900
– – ﹤0.01% 914
2025
Q4 		$1.11M Hold
6,900
– – ﹤0.01% 965
2025
Q3 		$1.12M Sell
6,900
-3,800
-36% -$639K ﹤0.01% 910
2025
Q2 		$1.95M Buy
+10,700
New +$1.84M 0.01% 597
2025
Q1 		– Sell
-15,600
Closed -$1.88M – 1585
2024
Q4 		$1.88M Sell
15,600
-4,000
-20% -$505K 0.01% 534
2024
Q3 		$2.38M Hold
19,600
– – 0.01% 431
2024
Q2 		$1.99M Hold
19,600
– – 0.01% 451
2024
Q1 		$1.8M Buy
19,600
+100
+0.5% +$9.22K 0.01% 452
2023
Q4 		$1.83M Sell
19,500
-1,300
-6% -$120K 0.01% 437
2023
Q3 		$1.93M Buy
20,800
+10,000
+93% +$962K 0.01% 393
2023
Q2 		$1.05M Buy
10,800
+6,700
+163% +$640K 0.01% 515
2023
Q1 		$399K Hold
4,100
– – ﹤0.01% 771
2022
Q4 		$415K Hold
4,100
– – 0.01% 670
2022
Q3 		$340K Hold
4,100
– – ﹤0.01% 697
2022
Q2 		$404K Sell
4,100
-8,200
-67% -$836K 0.01% 610
2022
Q1 		$1.16M Sell
12,300
-500
-4% -$50K 0.01% 367
2021
Q4 		$1.22M Hold
12,800
– – 0.01% 378
2021
Q3 		$1.21M Hold
12,800
– – 0.02% 360
2021
Q2 		$1.27M Hold
12,800
– – 0.02% 336
2021
Q1 		$1.14M Sell
12,800
-5,200
-29% -$442K 0.02% 309
2020
Q4 		$1.49M Hold
18,000
– – 0.03% 251
2020
Q3 		$1.35M Hold
18,000
– – 0.03% 214
2020
Q2 		$1.26M Hold
18,000
– – 0.04% 207
2020
Q1 		$1.31M Hold
18,000
– – 0.06% 188
2019
Q4 		$1.53M Buy
18,000
+4,600
+34% +$379K 0.06% 194
2019
Q3 		$1.02M Hold
13,400
– – 0.05% 210
2019
Q2 		$1.05M Hold
13,400
– – 0.06% 178
2019
Q1 		$1.18M Buy
+13,400
New +$1.08M 0.08% 154

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

Lido Advisors's PM Position: Q2 2026 in Review

Lido Advisors increased its Philip Morris (PM) stake by 3.8% in Q2 2026, buying an estimated $788K and bringing the position to 123,240 shares worth $22.5M. The position accounts for 0.06% of the portfolio, ranked #208.

Lido Advisors first reported a position in PM in Q4 2017 and has held it in 34 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Lido Advisors held 123,240 shares of Philip Morris worth $22.5M as of Q2 2026.
  • Lido Advisors bought 4,542 Philip Morris shares in Q2 2026, an estimated $788K.
  • Philip Morris made up 0.06% of Lido Advisors's portfolio in Q2 2026, its #208 holding.
  • Lido Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 34 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.