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Magnolia Capital Advisors’s Philip Morris PM Stock Holding History

Magnolia Capital 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 		$225K Sell
1,244
-243
-16% -$42.1K 0.04% 276
2026
Q1 		$246K Buy
+1,487
New +$258K 0.05% 257

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 $3.38T AUM 44.17% 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

Magnolia Capital Advisors's PM Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its Philip Morris (PM) stake by 16% in Q2 2026, selling an estimated $42.1K and leaving 1,244 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #276.

Magnolia Capital Advisors first reported a position in PM in Q1 2026 and has held it in 2 quarters since. The position peaked at $246K in Q1 2026. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Magnolia Capital Advisors held 1,244 shares of Philip Morris worth $225K as of Q2 2026.
  • Magnolia Capital Advisors sold 243 Philip Morris shares in Q2 2026, an estimated $42.1K.
  • Philip Morris made up 0.04% of Magnolia Capital Advisors's portfolio in Q2 2026, its #276 holding.
  • Magnolia Capital Advisors first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • Magnolia Capital Advisors's Philip Morris position peaked at $246K in Q1 2026.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.