Loring Wolcott & Coolidge Fiduciary Advisors’s Philip Morris PM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$85.6M	Sell	473,423 -665	-0.1%	-$115K	0.83%	32
2026 Q1	$76.1M	Sell	474,088 -12,262	-3%	-$2.13M	0.76%	34
2025 Q4	$87M	Sell	486,350 -1,690	-0.3%	-$262K	0.79%	33
2025 Q3	$77M	Sell	488,040 -298	-0.1%	-$50.1K	0.68%	35
2025 Q2	$88.9M	Sell	488,338 -3,601	-0.7%	-$618K	0.79%	34
2025 Q1	$82.7M	Sell	491,939 -8,679	-2%	-$1.23M	0.8%	33
2024 Q4	$65.3M	Buy	500,618 +153	+0%	+$19.3K	0.56%	40
2024 Q3	$66.5M	Sell	500,465 -5,942	-1%	-$690K	0.59%	40
2024 Q2	$53.7M	Sell	506,407 -9,376	-2%	-$917K	0.49%	44
2024 Q1	$48.5M	Buy	515,783 +9,238	+2%	+$852K	0.48%	45
2023 Q4	$46M	Buy	506,545 +23,068	+5%	+$2.13M	0.46%	46
2023 Q3	$44M	Buy	483,477 +3,083	+0.6%	+$297K	0.49%	46
2023 Q2	$46.9M	Buy	480,394 +7,377	+2%	+$705K	0.5%	45
2023 Q1	$46M	Buy	473,017 +1,932	+0.4%	+$193K	0.53%	42
2022 Q4	$47.7M	Sell	471,085 -6,137	-1%	-$579K	0.59%	41
2022 Q3	$39.6M	Buy	477,222 +1,350	+0.3%	+$129K	0.52%	44
2022 Q2	$47M	Sell	475,872 -844	-0.2%	-$86K	0.58%	41
2022 Q1	$44.8M	Sell	476,716 -163	-0%	-$16.3K	0.46%	46
2021 Q4	$45.3M	Buy	476,879 +3,724	+0.8%	+$348K	0.42%	48
2021 Q3	$44.9M	Buy	473,155 +5,726	+1%	+$576K	0.44%	44
2021 Q2	$46.3M	Sell	467,429 -3,636	-0.8%	-$349K	0.47%	45
2021 Q1	$41.8M	Sell	471,065 -10,932	-2%	-$928K	0.46%	46
2020 Q4	$39.9M	Sell	481,997 -6,524	-1%	-$508K	0.45%	47
2020 Q3	$36.6M	Sell	488,521 -44,955	-8%	-$3.47M	0.46%	45
2020 Q2	$37.4M	Sell	533,476 -2,226	-0.4%	-$162K	0.52%	39
2020 Q1	$39.1M	Sell	535,702 -7,255	-1%	-$597K	0.66%	36
2019 Q4	$46.2M	Sell	542,957 -8,556	-2%	-$705K	0.62%	38
2019 Q3	$41.9M	Sell	551,513 -4,315	-0.8%	-$342K	0.61%	39
2019 Q2	$43.6M	Buy	555,828 +2,976	+0.5%	+$246K	0.64%	40
2019 Q1	$48.9M	Sell	552,852 -8,538	-2%	-$688K	0.74%	38
2018 Q4	$37.5M	Sell	561,390 -10,347	-2%	-$864K	0.68%	41
2018 Q3	$46.6M	Buy	571,737 +19,147	+3%	+$1.57M	0.74%	37
2018 Q2	$44.6M	Buy	552,590 +27,708	+5%	+$2.35M	0.77%	34
2018 Q1	$52.2M	Buy	524,882 +13,961	+3%	+$1.45M	0.95%	34
2017 Q4	$54M	Buy	510,921 +8,306	+2%	+$885K	0.99%	36
2017 Q3	$55.8M	Buy	502,615 +7,727	+2%	+$899K	1.08%	31
2017 Q2	$57.8M	Buy	494,888 +4,739	+1%	+$549K	1.15%	31
2017 Q1	$55.3M	Buy	490,149 +14,627	+3%	+$1.51M	1.16%	29
2016 Q4	$43.5M	Buy	475,522 +50,950	+12%	+$4.72M	0.97%	36
2016 Q3	$41.3M	Buy	424,572 +4,412	+1%	+$442K	0.94%	37
2016 Q2	$42.7M	Sell	420,160 -934	-0.2%	-$93.2K	0.98%	31
2016 Q1	$41.3M	Buy	421,094 +339	+0.1%	+$31.1K	0.97%	33
2015 Q4	$37M	Buy	420,755 +7,708	+2%	+$669K	0.92%	35
2015 Q3	$33.1M	Hold	413,047	–	–	0.84%	36
2015 Q2	$33.1M	Sell	413,047 -377	-0.1%	-$31K	0.84%	36
2015 Q1	$31.1M	Buy	413,424 +145	+0%	+$11.8K	0.79%	37
2014 Q4	$33.7M	Buy	413,279 +8,183	+2%	+$703K	0.86%	36
2014 Q3	$33.8M	Buy	405,096 +1,688	+0.4%	+$143K	0.91%	37
2014 Q2	$34M	Sell	403,408 -1,932	-0.5%	-$166K	0.92%	36
2014 Q1	$33.2M	Buy	405,340 +18,797	+5%	+$1.52M	0.91%	34
2013 Q4	$33.7M	Buy	386,543 +9,499	+3%	+$830K	0.93%	34
2013 Q3	$32.6M	Buy	377,044 +11,587	+3%	+$1.01M	1%	32
2013 Q2	$31.7M	Buy	+365,457	New	+$34M	0.99%	34

Other funds holding PM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Philip Morris (PM) stake by 0.14% in Q2 2026, selling an estimated $115K and leaving 473,423 shares worth $85.6M. The position accounts for 0.83% of the portfolio, ranked #32.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $88.9M in Q2 2025. 1,489 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 473,423 shares of Philip Morris worth $85.6M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 665 Philip Morris shares in Q2 2026, an estimated $115K.
Philip Morris made up 0.83% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #32 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Philip Morris position peaked at $88.9M in Q2 2025.
1,489 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.