Mirador Capital Partners’s Philip Morris PM Stock Holding History

Mirador Capital Partners’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	$272K	Buy	1,502 +50	+3%	+$8.67K	0.03%	197
2026 Q1	$240K	Sell	1,452 -41	-3%	-$7.13K	0.03%	191
2025 Q4	$240K	Sell	1,493 -55	-4%	-$8.52K	0.03%	190
2025 Q3	$251K	Sell	1,548 -14	-0.9%	-$2.35K	0.04%	190
2025 Q2	$284K	Buy	1,562 +161	+11%	+$27.6K	0.05%	172
2025 Q1	$222K	Buy	+1,401	New	+$198K	0.04%	182
2019 Q1	–	Sell	-3,681	Closed	-$246K	–	149
2018 Q4	$246K	Buy	3,681 +95	+3%	+$7.93K	0.15%	115
2018 Q3	$292K	Buy	3,586 +33	+0.9%	+$2.71K	0.14%	119
2018 Q2	$287K	Hold	3,553	–	–	0.16%	110
2018 Q1	$291K	Buy	3,553 +70	+2%	+$7.29K	0.2%	94
2017 Q4	$368K	Buy	3,483 +137	+4%	+$14.6K	0.2%	93
2017 Q3	$371K	Hold	3,346	–	–	0.22%	93
2017 Q2	$384K	Sell	3,346 -97	-3%	-$11.2K	0.24%	88
2017 Q1	$389K	Buy	3,443 +91	+3%	+$9.39K	0.28%	83
2016 Q4	$307K	Buy	3,352 +166	+5%	+$15.4K	0.25%	93
2016 Q3	$310K	Sell	3,186 -120	-4%	-$12K	0.27%	76
2016 Q2	$327K	Buy	3,306 +42	+1%	+$4.19K	0.33%	73
2016 Q1	$320K	Buy	+3,264	New	+$299K	0.35%	68

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

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

Mirador Capital Partners's PM Position: Q2 2026 in Review

Mirador Capital Partners increased its Philip Morris (PM) stake by 3.4% in Q2 2026, buying an estimated $8.67K and bringing the position to 1,502 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #197.

Mirador Capital Partners first reported a position in PM in Q1 2016 and has held it in 18 quarters since. The position peaked at $389K in Q1 2017. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Mirador Capital Partners held 1,502 shares of Philip Morris worth $272K as of Q2 2026.
Mirador Capital Partners bought 50 Philip Morris shares in Q2 2026, an estimated $8.67K.
Philip Morris made up 0.03% of Mirador Capital Partners's portfolio in Q2 2026, its #197 holding.
Mirador Capital Partners first reported a position in Philip Morris in Q1 2016 and has held it in 18 quarters since.
Mirador Capital Partners's Philip Morris position peaked at $389K in Q1 2017.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.