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Maxele Advisors’s Philip Morris PM Stock Holding History

Maxele 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 		$338K Buy
+1,870
New +$324K 0.24% 80
2025
Q4 		$302K Buy
1,885
+29
+2% +$4.49K 0.25% 82
2025
Q3 		$301K Hold
1,856
– – 0.26% 76
2025
Q2 		$338K Hold
1,856
– – 0.29% 70
2025
Q1 		$295K Hold
1,856
– – 0.28% 77
2024
Q4 		$223K Buy
+1,856
New +$234K 0.21% 90

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 $3.37T AUM 44.26% 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

Maxele Advisors's PM Position: Q2 2026 in Review

Maxele Advisors opened a new position in Philip Morris (PM) in Q2 2026: 1,870 shares worth $338K. The stake represents 0.24% of the portfolio and ranks #80 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in PM as recently as Q4 2025.

Maxele Advisors first reported a position in PM in Q4 2024 and has held it in 6 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Maxele Advisors held 1,870 shares of Philip Morris worth $338K as of Q2 2026.
  • Philip Morris was a new Maxele Advisors position in Q2 2026.
  • Philip Morris made up 0.24% of Maxele Advisors's portfolio in Q2 2026, its #80 holding.
  • Maxele Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.