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 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 $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mayfair Advisory Group increased its Philip Morris (PM) stake by 0.07% in Q1 2026, buying an estimated $521 and bringing the position to 4,139 shares worth $684K. The position accounts for 0.24% of the portfolio, ranked #71.

Mayfair Advisory Group first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $695K in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Mayfair Advisory Group held 4,139 shares of Philip Morris worth $684K as of Q1 2026.
Mayfair Advisory Group bought 3 Philip Morris shares in Q1 2026, an estimated $521.
Philip Morris made up 0.24% of Mayfair Advisory Group's portfolio in Q1 2026, its #71 holding.
Mayfair Advisory Group first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
Mayfair Advisory Group's Philip Morris position peaked at $695K in Q2 2025.
2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.