Lugano Financial Advisors SA (LFA)’s Philip Morris PM Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$83.2K	Hold	460	–	–	0.05%	128
2026 Q1	$76.1K	Hold	460	–	–	0.04%	125
2025 Q4	$73.8K	Hold	460	–	–	0.04%	135
2025 Q3	$73.9K	Hold	460	–	–	0.04%	124
2025 Q2	$83.8K	Hold	460	–	–	0.05%	122
2025 Q1	$73K	Buy	+460	New	+$65.2K	0.05%	121
2024 Q1	–	Sell	-200	Closed	-$18.8K	–	182
2023 Q4	$18.8K	Buy	200 +80	+67%	+$7.37K	0.01%	146
2023 Q3	$11.1K	Buy	+120	New	+$11.5K	0.01%	147
2021 Q1	–	Sell	-2,200	Closed	-$182K	–	119
2020 Q4	$182K	Hold	2,200	–	–	0.14%	65
2020 Q3	$176K	Hold	2,200	–	–	0.16%	67
2020 Q2	$157K	Hold	2,200	–	–	0.17%	67
2020 Q1	$182K	Hold	2,200	–	–	0.16%	69
2019 Q4	$187K	Buy	+2,200	New	+$181K	0.14%	72
2019 Q2	$192K	Hold	2,450	–	–	0.12%	72
2019 Q1	$216K	Hold	2,450	–	–	0.13%	66
2018 Q4	$200K	Hold	2,450	–	–	0.14%	77
2018 Q3	$200K	Buy	2,450 +164	+7%	+$13.5K	0.14%	77
2018 Q2	$183K	Buy	+2,286	New	+$194K	0.18%	66

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

Lugano Financial Advisors SA (LFA)'s PM Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Philip Morris (PM) position steady in Q2 2026 at 460 shares worth $83.2K. The position accounts for 0.05% of the portfolio, ranked #128.

Lugano Financial Advisors SA (LFA) first reported a position in PM in Q2 2018 and has held it in 18 quarters since. The position peaked at $216K in Q1 2019. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 460 shares of Philip Morris worth $83.2K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #128 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Philip Morris in Q2 2018 and has held it in 18 quarters since.
Lugano Financial Advisors SA (LFA)'s Philip Morris position peaked at $216K in Q1 2019.
2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.