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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's PM Position: Q1 2026 in Review

Lido Advisors reduced its Philip Morris (PM) stake by 6.4% in Q1 2026, selling an estimated $1.42M and leaving 118,698 shares worth $19.8M. The position accounts for 0.06% of the portfolio, ranked #204.

Lido Advisors first reported a position in PM in Q4 2017 and has held it in 33 quarters since. The position peaked at $21.2M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Lido Advisors held 118,698 shares of Philip Morris worth $19.8M as of Q1 2026.
Lido Advisors sold 8,149 Philip Morris shares in Q1 2026, an estimated $1.42M.
Philip Morris made up 0.06% of Lido Advisors's portfolio in Q1 2026, its #204 holding.
Lido Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 33 quarters since.
Lido Advisors's Philip Morris position peaked at $21.2M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.