Mayfair Advisory Group’s Philip Morris PM Stock Holding History

Mayfair Advisory Group’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	$771K	Sell	3,995 -144	-3%	-$25K	0.23%	74
2026 Q1	$684K	Buy	4,139 +3	+0.1%	+$521	0.24%	71
2025 Q4	$663K	Buy	4,136 +53	+1%	+$8.21K	0.26%	71
2025 Q3	$662K	Hold	4,083	–	–	0.28%	71
2025 Q2	$695K	Buy	4,083 +5	+0.1%	+$859	0.33%	61
2025 Q1	$647K	Sell	4,078 -708	-15%	-$100K	0.37%	55
2024 Q4	$576K	Buy	4,786 +4	+0.1%	+$505	0.34%	60
2024 Q3	$570K	Hold	4,782	–	–	0.36%	49
2024 Q2	$507K	Buy	4,782 +174	+4%	+$17K	0.34%	54
2024 Q1	$422K	Buy	4,608 +142	+3%	+$13.1K	0.31%	67
2023 Q4	$427K	Buy	4,466 +255	+6%	+$23.5K	0.36%	61
2023 Q3	$396K	Buy	4,211 +4	+0.1%	+$385	0.38%	57
2023 Q2	$411K	Buy	4,207 +170	+4%	+$16.2K	0.41%	57
2023 Q1	$402K	Buy	4,037 +8	+0.2%	+$797	0.44%	59
2022 Q4	$412K	Buy	4,029 +4	+0.1%	+$377	0.52%	51
2022 Q3	$342K	Buy	4,025 +624	+18%	+$59.5K	0.48%	56
2022 Q2	$330K	Hold	3,401	–	–	0.43%	65
2022 Q1	$329K	Hold	3,401	–	–	0.42%	59
2021 Q4	$326K	Hold	3,401	–	–	0.43%	54
2021 Q3	$327K	Hold	3,401	–	–	0.5%	47
2021 Q2	$337K	Hold	3,401	–	–	0.53%	47
2021 Q1	$299K	Hold	3,401	–	–	0.53%	48
2020 Q4	$282K	Buy	+3,401	New	+$265K	0.55%	50

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

Mayfair Advisory Group's PM Position: Q2 2026 in Review

Mayfair Advisory Group reduced its Philip Morris (PM) stake by 3.5% in Q2 2026, selling an estimated $25K and leaving 3,995 shares worth $771K. The position accounts for 0.23% of the portfolio, ranked #74.

Mayfair Advisory Group first reported a position in PM in Q4 2020 and has held it in 23 quarters since. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Mayfair Advisory Group held 3,995 shares of Philip Morris worth $771K as of Q2 2026.
Mayfair Advisory Group sold 144 Philip Morris shares in Q2 2026, an estimated $25K.
Philip Morris made up 0.23% of Mayfair Advisory Group's portfolio in Q2 2026, its #74 holding.
Mayfair Advisory Group first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.