Mill Creek Capital Advisors’s Philip Morris PM Stock Holding History

Mill Creek Capital 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 Q1	$218K	Sell	1,320 -23	-2%	-$4K	﹤0.01%	245
2025 Q4	$215K	Sell	1,343 -278	-17%	-$43.1K	﹤0.01%	239
2025 Q3	$263K	Buy	1,621 +25	+2%	+$4.21K	0.01%	237
2025 Q2	$291K	Sell	1,596 -366	-19%	-$62.9K	0.01%	218
2025 Q1	$311K	Buy	1,962 +64	+3%	+$9.06K	0.01%	207
2024 Q4	$228K	Buy	1,898 +136	+8%	+$17.2K	0.01%	244
2024 Q3	$214K	Sell	1,762 -1,289	-42%	-$150K	0.01%	236
2024 Q2	$309K	Buy	3,051 +136	+5%	+$13.3K	0.01%	205
2024 Q1	$267K	Buy	2,915 +170	+6%	+$15.7K	0.01%	205
2023 Q4	$258K	Sell	2,745 -206	-7%	-$19K	0.01%	204
2023 Q3	$273K	Sell	2,951 -371	-11%	-$35.7K	0.01%	185
2023 Q2	$324K	Sell	3,322 -5,234	-61%	-$500K	0.01%	183
2023 Q1	$832K	Buy	8,556 +5,721	+202%	+$570K	0.03%	117
2022 Q4	$287K	Buy	+2,835	New	+$268K	0.01%	180

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mill Creek Capital Advisors's PM Position: Q1 2026 in Review

Mill Creek Capital Advisors reduced its Philip Morris (PM) stake by 1.7% in Q1 2026, selling an estimated $4K and leaving 1,320 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Mill Creek Capital Advisors first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $832K in Q1 2023. 2,867 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Mill Creek Capital Advisors held 1,320 shares of Philip Morris worth $218K as of Q1 2026.
Mill Creek Capital Advisors sold 23 Philip Morris shares in Q1 2026, an estimated $4K.
Philip Morris made up ﹤0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #245 holding.
Mill Creek Capital Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's Philip Morris position peaked at $832K in Q1 2023.
2,867 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.