Meeder Advisory Services’s Philip Morris PM Stock Holding History

Meeder Advisory Services’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	$6.97M	Buy	38,513 +1,860	+5%	+$323K	0.26%	61
2026 Q1	$6.06M	Buy	36,653 +4,327	+13%	+$752K	0.25%	60
2025 Q4	$5.19M	Sell	32,326 -979	-3%	-$152K	0.22%	65
2025 Q3	$5.4M	Buy	33,305 +860	+3%	+$145K	0.25%	55
2025 Q2	$5.91M	Buy	32,445 +2,885	+10%	+$495K	0.31%	46
2025 Q1	$4.69M	Buy	29,560 +3,238	+12%	+$459K	0.28%	53
2024 Q4	$3.17M	Buy	26,322 +2,569	+11%	+$324K	0.2%	78
2024 Q3	$2.88M	Buy	23,753 +1,263	+6%	+$147K	0.19%	87
2024 Q2	$2.28M	Buy	22,490 +6,378	+40%	+$624K	0.16%	109
2024 Q1	$1.48M	Buy	16,112 +556	+4%	+$51.3K	0.15%	118
2023 Q4	$1.46M	Sell	15,556 -588	-4%	-$54.2K	0.17%	105
2023 Q3	$1.49M	Sell	16,144 -4,553	-22%	-$438K	0.19%	88
2023 Q2	$2.02M	Sell	20,697 -1,409	-6%	-$135K	0.22%	76
2023 Q1	$2.15M	Buy	22,106 +1,690	+8%	+$168K	0.25%	74
2022 Q4	$2.07M	Buy	+20,416	New	+$1.93M	0.26%	71

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 $3.38T AUM 44.17% 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

Meeder Advisory Services's PM Position: Q2 2026 in Review

Meeder Advisory Services increased its Philip Morris (PM) stake by 5.1% in Q2 2026, buying an estimated $323K and bringing the position to 38,513 shares worth $6.97M. The position accounts for 0.26% of the portfolio, ranked #61.

Meeder Advisory Services first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Meeder Advisory Services held 38,513 shares of Philip Morris worth $6.97M as of Q2 2026.
Meeder Advisory Services bought 1,860 Philip Morris shares in Q2 2026, an estimated $323K.
Philip Morris made up 0.26% of Meeder Advisory Services's portfolio in Q2 2026, its #61 holding.
Meeder Advisory Services first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.