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Millstone Evans Group’s Philip Morris PM Stock Holding History

Millstone Evans Group’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 		$102K Buy
565
+39
+7% +$6.76K 0.06% 241
2026
Q1 		$87K Buy
526
+54
+11% +$9.38K 0.05% 246
2025
Q4 		$75.7K Hold
472
– – 0.04% 263
2025
Q3 		$76.6K Hold
472
– – 0.05% 244
2025
Q2 		$86K Hold
472
– – 0.06% 225
2025
Q1 		$74.9K Hold
472
– – 0.05% 237
2024
Q4 		$56.8K Buy
+472
New +$59.5K 0.04% 268

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

Millstone Evans Group's PM Position: Q2 2026 in Review

Millstone Evans Group increased its Philip Morris (PM) stake by 7.4% in Q2 2026, buying an estimated $6.76K and bringing the position to 565 shares worth $102K. The position accounts for 0.06% of the portfolio, ranked #241.

Millstone Evans Group first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Millstone Evans Group held 565 shares of Philip Morris worth $102K as of Q2 2026.
  • Millstone Evans Group bought 39 Philip Morris shares in Q2 2026, an estimated $6.76K.
  • Philip Morris made up 0.06% of Millstone Evans Group's portfolio in Q2 2026, its #241 holding.
  • Millstone Evans Group first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.