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Mayflower Financial Advisors’s Philip Morris PM Stock Holding History

Mayflower Financial 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 		$2.64M Sell
14,595
-588
-4% -$102K 0.23% 99
2026
Q1 		$2.51M Buy
15,183
+762
+5% +$132K 0.3% 80
2025
Q4 		$2.31M Buy
14,421
+1,688
+13% +$262K 0.28% 85
2025
Q3 		$2.07M Sell
12,733
-787
-6% -$132K 0.26% 87
2025
Q2 		$2.46M Sell
13,520
-546
-4% -$93.8K 0.34% 72
2025
Q1 		$2.23M Sell
14,066
-39
-0.3% -$5.52K 0.34% 70
2024
Q4 		$1.7M Buy
14,105
+182
+1% +$23K 0.25% 96
2024
Q3 		$1.69M Sell
13,923
-789
-5% -$91.7K 0.25% 92
2024
Q2 		$1.49M Buy
14,712
+376
+3% +$36.8K 0.24% 98
2024
Q1 		$1.31M Sell
14,336
-100
-0.7% -$9.22K 0.22% 102
2023
Q4 		$1.36M Sell
14,436
-242
-2% -$22.3K 0.19% 107
2023
Q3 		$1.36M Sell
14,678
-828
-5% -$79.7K 0.2% 102
2023
Q2 		$1.51M Buy
15,506
+16
+0.1% +$1.53K 0.2% 102
2023
Q1 		$1.51M Buy
15,490
+4,217
+37% +$420K 0.2% 101
2022
Q4 		$1.14M Sell
11,273
-761
-6% -$71.8K 0.16% 112
2022
Q3 		$999K Buy
12,034
+431
+4% +$41.1K 0.16% 106
2022
Q2 		$1.15M Buy
11,603
+2,841
+32% +$290K 0.18% 102
2022
Q1 		$823K Buy
8,762
+1,208
+16% +$121K 0.11% 133
2021
Q4 		$718K Buy
7,554
+10
+0.1% +$935 0.1% 150
2021
Q3 		$723K Sell
7,544
-75
-1% -$7.54K 0.1% 144
2021
Q2 		$755K Buy
7,619
+3,072
+68% +$295K 0.1% 132
2021
Q1 		$404K Buy
4,547
+704
+18% +$59.8K 0.06% 191
2020
Q4 		$318K Buy
+3,843
New +$299K 0.05% 201

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Mayflower Financial Advisors's PM Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Philip Morris (PM) stake by 3.9% in Q2 2026, selling an estimated $102K and leaving 14,595 shares worth $2.64M. The position accounts for 0.23% of the portfolio, ranked #99.

Mayflower Financial Advisors first reported a position in PM in Q4 2020 and has held it in 23 quarters since. 1,139 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Mayflower Financial Advisors held 14,595 shares of Philip Morris worth $2.64M as of Q2 2026.
  • Mayflower Financial Advisors sold 588 Philip Morris shares in Q2 2026, an estimated $102K.
  • Philip Morris made up 0.23% of Mayflower Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Mayflower Financial Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.