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Mezzasalma Advisors’s Philip Morris PM Stock Holding History

Mezzasalma 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 		$448K Buy
2,478
+400
+19% +$69.4K 0.09% 123
2026
Q1 		$344K Sell
2,078
-9
-0.4% -$1.56K 0.09% 120
2025
Q4 		$335K Hold
2,087
– – 0.08% 122
2025
Q3 		$339K Buy
2,087
+409
+24% +$68.8K 0.09% 121
2025
Q2 		$306K Sell
1,678
-95
-5% -$16.3K 0.09% 115
2025
Q1 		$281K Sell
1,773
-87
-5% -$12.3K 0.1% 121
2024
Q4 		$224K Sell
1,860
-85
-4% -$10.7K 0.07% 132
2024
Q3 		$236K Buy
+1,945
New +$226K 0.09% 79

Other funds holding PM

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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

Mezzasalma Advisors's PM Position: Q2 2026 in Review

Mezzasalma Advisors increased its Philip Morris (PM) stake by 19% in Q2 2026, buying an estimated $69.4K and bringing the position to 2,478 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #123.

Mezzasalma Advisors first reported a position in PM in Q3 2024 and has held it in 8 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Mezzasalma Advisors held 2,478 shares of Philip Morris worth $448K as of Q2 2026.
  • Mezzasalma Advisors bought 400 Philip Morris shares in Q2 2026, an estimated $69.4K.
  • Philip Morris made up 0.09% of Mezzasalma Advisors's portfolio in Q2 2026, its #123 holding.
  • Mezzasalma Advisors first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.