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Minot DeBlois Advisors’s Philip Morris PM Stock Holding History

Minot DeBlois 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 		– Sell
-35
Closed -$5.79K – 246
2026
Q1 		$5.79K Sell
35
-15
-30% -$2.61K 0.01% 151
2025
Q4 		$8.02K Sell
50
-26
-34% -$4.03K 0.01% 129
2025
Q3 		$12.3K Hold
76
– – 0.01% 143
2025
Q2 		$13.8K Hold
76
– – 0.01% 144
2025
Q1 		$12.1K Hold
76
– – 0.01% 150
2024
Q4 		$9.15K Buy
+76
New +$9.59K 0.01% 203

Other funds holding PM

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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

Minot DeBlois Advisors's PM Position: Q2 2026 in Review

Minot DeBlois Advisors sold out of Philip Morris (PM) in Q2 2026, closing a stake of 35 shares — an estimated $5.79K sold.

Minot DeBlois Advisors first reported a position in PM in Q4 2024 and held it in 6 quarters. The position peaked at $13.8K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Minot DeBlois Advisors reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Minot DeBlois Advisors sold 35 Philip Morris shares in Q2 2026, an estimated $5.79K.
  • Minot DeBlois Advisors first reported a position in Philip Morris in Q4 2024 and held it in 6 quarters.
  • Minot DeBlois Advisors's Philip Morris position peaked at $13.8K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.