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LVW Advisors’s Philip Morris PM Stock Holding History

LVW 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 		$1.76M Sell
9,733
-261
-3% -$45.3K 0.15% 83
2026
Q1 		$1.65M Sell
9,994
-3,397
-25% -$590K 0.16% 75
2025
Q4 		$2.15M Sell
13,391
-3,571
-21% -$553K 0.22% 58
2025
Q3 		$2.75M Sell
16,962
-1,098
-6% -$185K 0.28% 47
2025
Q2 		$3.29M Buy
18,060
+8,102
+81% +$1.39M 0.36% 40
2025
Q1 		$1.58M Buy
9,958
+1,267
+15% +$179K 0.19% 74
2024
Q4 		$1.05M Buy
8,691
+3,112
+56% +$393K 0.13% 107
2024
Q3 		$677K Buy
5,579
+151
+3% +$17.5K 0.09% 152
2024
Q2 		$550K Sell
5,428
-1,333
-20% -$130K 0.08% 155
2024
Q1 		$619K Sell
6,761
-3,220
-32% -$297K 0.1% 144
2023
Q4 		$939K Sell
9,981
-10,163
-50% -$936K 0.18% 88
2023
Q3 		$1.86M Sell
20,144
-10,423
-34% -$1M 0.38% 55
2023
Q2 		$2.98M Buy
30,567
+24,275
+386% +$2.32M 0.57% 45
2023
Q1 		$612K Sell
6,292
-1,112
-15% -$111K 0.12% 124
2022
Q4 		$749K Buy
7,404
+1,260
+21% +$119K 0.15% 107
2022
Q3 		$510K Sell
6,144
-167
-3% -$15.9K 0.11% 128
2022
Q2 		$623K Sell
6,311
-182
-3% -$18.6K 0.13% 120
2022
Q1 		$610K Buy
6,493
+6
+0.1% +$600 0.1% 127
2021
Q4 		$616K Sell
6,487
-41
-0.6% -$3.83K 0.1% 133
2021
Q3 		$619K Buy
6,528
+104
+2% +$10.5K 0.11% 137
2021
Q2 		$637K Buy
6,424
+101
+2% +$9.69K 0.11% 127
2021
Q1 		$561K Buy
6,323
+1,497
+31% +$127K 0.11% 134
2020
Q4 		$400K Buy
4,826
+920
+24% +$71.6K 0.08% 139
2020
Q3 		$293K Sell
3,906
-641
-14% -$49.5K 0.06% 155
2020
Q2 		$319K Buy
4,547
+54
+1% +$3.94K 0.08% 141
2020
Q1 		$328K Sell
4,493
-1,030
-19% -$84.8K 0.09% 111
2019
Q4 		$470K Buy
5,523
+245
+5% +$20.2K 0.11% 107
2019
Q3 		$401K Sell
5,278
-25,778
-83% -$2.04M 0.1% 105
2019
Q2 		$2.44M Sell
31,056
-5,950
-16% -$492K 0.67% 43
2019
Q1 		$3.27M Buy
37,006
+5,588
+18% +$450K 0.87% 32
2018
Q4 		$2.1M Sell
31,418
-6,603
-17% -$551K 0.71% 42
2018
Q3 		$3.1M Sell
38,021
-2,252
-6% -$185K 0.87% 25
2018
Q2 		$3.25M Buy
40,273
+8,512
+27% +$722K 1.03% 23
2018
Q1 		$3.16M Sell
31,761
-1,292
-4% -$135K 0.98% 23
2017
Q4 		$3.49M Buy
33,053
+3,157
+11% +$336K 1.02% 25
2017
Q3 		$3.32M Buy
29,896
+3,238
+12% +$377K 1.32% 20
2017
Q2 		$3.13M Sell
26,658
-1,897
-7% -$220K 1.1% 16
2017
Q1 		$3.22M Sell
28,555
-1,998
-7% -$206K 1.16% 17
2016
Q4 		$2.79M Buy
30,553
+839
+3% +$77.7K 0.98% 26
2016
Q3 		$2.89M Buy
29,714
+1,973
+7% +$198K 0.95% 25
2016
Q2 		$2.82M Sell
27,741
-3,268
-11% -$326K 1.06% 19
2016
Q1 		$3.04M Buy
31,009
+387
+1% +$35.5K 0.97% 22
2015
Q4 		$2.69M Sell
30,622
-723
-2% -$62.8K 1.05% 25
2015
Q3 		$2.49M Buy
31,345
+7,952
+34% +$654K 1.15% 23
2015
Q2 		$1.88M Buy
23,393
+137
+0.6% +$11.3K 0.8% 36
2015
Q1 		$1.75M Buy
23,256
+764
+3% +$62K 0.83% 37
2014
Q4 		$1.83M Buy
+22,492
New +$1.93M 1.01% 33

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LVW Advisors's PM Position: Q2 2026 in Review

LVW Advisors reduced its Philip Morris (PM) stake by 2.6% in Q2 2026, selling an estimated $45.3K and leaving 9,733 shares worth $1.76M. The position accounts for 0.15% of the portfolio, ranked #83.

LVW Advisors first reported a position in PM in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.49M in Q4 2017. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • LVW Advisors held 9,733 shares of Philip Morris worth $1.76M as of Q2 2026.
  • LVW Advisors sold 261 Philip Morris shares in Q2 2026, an estimated $45.3K.
  • Philip Morris made up 0.15% of LVW Advisors's portfolio in Q2 2026, its #83 holding.
  • LVW Advisors first reported a position in Philip Morris in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's Philip Morris position peaked at $3.49M in Q4 2017.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.