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McAdam LLC’s Philip Morris PM Stock Holding History

McAdam LLC’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 		$722K Buy
3,992
+1,365
+52% +$237K 0.03% 214
2026
Q1 		$434K Sell
2,627
-901
-26% -$157K 0.02% 263
2025
Q4 		$566K Sell
3,528
-331
-9% -$51.3K 0.03% 216
2025
Q3 		$626K Sell
3,859
-1,765
-31% -$297K 0.03% 188
2025
Q2 		$1.02M Buy
5,624
+881
+19% +$151K 0.06% 137
2025
Q1 		$753K Buy
4,743
+1,361
+40% +$193K 0.05% 145
2024
Q4 		$407K Buy
3,382
+1,355
+67% +$171K 0.02% 224
2024
Q3 		$246K Buy
+2,027
New +$236K 0.01% 288
2018
Q4 		– Sell
-624
Closed -$52K – 457
2018
Q3 		$52K Hold
624
– – 0.02% 167
2018
Q2 		$50K Buy
624
+18
+3% +$1.53K 0.02% 150
2018
Q1 		$60K Buy
+606
New +$63.1K 0.03% 136
2017
Q1 		– Sell
-2,662
Closed -$244K – 50
2016
Q4 		$244K Buy
+2,662
New +$247K 0.24% 44

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

McAdam LLC's PM Position: Q2 2026 in Review

McAdam LLC increased its Philip Morris (PM) stake by 52% in Q2 2026, buying an estimated $237K and bringing the position to 3,992 shares worth $722K. The position accounts for 0.03% of the portfolio, ranked #214.

McAdam LLC first reported a position in PM in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • McAdam LLC held 3,992 shares of Philip Morris worth $722K as of Q2 2026.
  • McAdam LLC bought 1,365 Philip Morris shares in Q2 2026, an estimated $237K.
  • Philip Morris made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #214 holding.
  • McAdam LLC first reported a position in Philip Morris in Q4 2016 and has held it in 12 quarters since.
  • McAdam LLC's Philip Morris position peaked at $1.02M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.