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Lloyd Advisory Services’s Philip Morris PM Stock Holding History

Lloyd 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 		$160K Buy
887
+705
+387% +$122K 0.06% 136
2026
Q1 		$30.1K Sell
182
-782
-81% -$136K 0.01% 333
2025
Q4 		$155K Buy
+964
New +$149K 0.06% 139
2025
Q3 		– Sell
-1,531
Closed -$279K – 112
2025
Q2 		$279K Sell
1,531
-501
-25% -$86K 0.13% 74
2025
Q1 		$323K Buy
2,032
+64
+3% +$9.06K 0.16% 66
2024
Q4 		$237K Sell
1,968
-709
-26% -$89.4K 0.11% 84
2024
Q3 		$325K Sell
2,677
-775
-22% -$90K 0.16% 75
2024
Q2 		$350K Sell
3,452
-10,483
-75% -$1.02M 0.16% 65
2024
Q1 		$1.28M Buy
13,935
+10,146
+268% +$936K 0.27% 63
2023
Q4 		$356K Sell
3,789
-9,368
-71% -$863K 0.17% 70
2023
Q3 		$1.22M Buy
+13,157
New +$1.27M 0.4% 51
2022
Q2 		– Sell
-2,998
Closed -$282K – 423
2022
Q1 		$282K Buy
2,998
+51
+2% +$5.1K 0.13% 68
2021
Q4 		$280K Buy
2,947
+319
+12% +$29.8K 0.13% 63
2021
Q3 		$249K Sell
2,628
-188
-7% -$18.9K 0.13% 65
2021
Q2 		$279K Sell
2,816
-198
-7% -$19K 0.14% 59
2021
Q1 		$267K Sell
3,014
-171
-5% -$14.5K 0.15% 51
2020
Q4 		$264K Sell
3,185
-217
-6% -$16.9K 0.14% 44
2020
Q3 		$255K Sell
3,402
-360
-10% -$27.8K 0.16% 43
2020
Q2 		$264K Sell
3,762
-324
-8% -$23.6K 0.17% 41
2020
Q1 		$298K Sell
4,086
-272
-6% -$22.4K 0.22% 36
2019
Q4 		$371K Buy
+4,358
New +$359K 0.34% 38

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

Lloyd Advisory Services's PM Position: Q2 2026 in Review

Lloyd Advisory Services increased its Philip Morris (PM) stake by 387% in Q2 2026, buying an estimated $122K and bringing the position to 887 shares worth $160K. The position accounts for 0.06% of the portfolio, ranked #136.

Lloyd Advisory Services first reported a position in PM in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.28M in Q1 2024. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Lloyd Advisory Services held 887 shares of Philip Morris worth $160K as of Q2 2026.
  • Lloyd Advisory Services bought 705 Philip Morris shares in Q2 2026, an estimated $122K.
  • Philip Morris made up 0.06% of Lloyd Advisory Services's portfolio in Q2 2026, its #136 holding.
  • Lloyd Advisory Services first reported a position in Philip Morris in Q4 2019 and has held it in 21 quarters since.
  • Lloyd Advisory Services's Philip Morris position peaked at $1.28M in Q1 2024.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.