M3 Advisory Group’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$287K Buy
1,737
+31
+2% +$5.39K 0.18% 98
2025
Q4
$274K Buy
1,706
+108
+7% +$16.7K 0.17% 99
2025
Q3
$259K Buy
1,598
+9
+0.6% +$1.51K 0.16% 110
2025
Q2
$289K Buy
1,589
+47
+3% +$8.07K 0.2% 94
2025
Q1
$245K Buy
+1,542
New +$218K 0.19% 111

Other funds holding PM

M3 Advisory Group's PM Position: Q1 2026 in Review

M3 Advisory Group increased its Philip Morris (PM) stake by 1.8% in Q1 2026, buying an estimated $5.39K and bringing the position to 1,737 shares worth $287K. The position accounts for 0.18% of the portfolio, ranked #98.

M3 Advisory Group first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $289K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • M3 Advisory Group held 1,737 shares of Philip Morris worth $287K as of Q1 2026.
  • M3 Advisory Group bought 31 Philip Morris shares in Q1 2026, an estimated $5.39K.
  • Philip Morris made up 0.18% of M3 Advisory Group's portfolio in Q1 2026, its #98 holding.
  • M3 Advisory Group first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • M3 Advisory Group's Philip Morris position peaked at $289K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.