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MKT Advisors’s Philip Morris PM Stock Holding History

MKT 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 		$543K Sell
2,893
-403
-12% -$69.9K 0.17% 76
2026
Q1 		$519K Sell
3,296
-6
-0.2% -$1.04K 0.17% 73
2025
Q4 		$528K Sell
3,302
-5
-0.2% -$775 0.18% 77
2025
Q3 		$532K Buy
3,307
+1
+0% +$168 0.2% 72
2025
Q2 		$587K Buy
3,306
+15
+0.5% +$2.58K 0.23% 64
2025
Q1 		$498K Buy
3,291
+42
+1% +$5.95K 0.23% 64
2024
Q4 		$395K Buy
3,249
+492
+18% +$62.1K 0.17% 89
2024
Q3 		$330K Sell
2,757
-200
-7% -$23.2K 0.15% 99
2024
Q2 		$301K Sell
2,957
-106
-3% -$10.4K 0.15% 105
2024
Q1 		$275K Buy
3,063
+73
+2% +$6.73K 0.15% 113
2023
Q4 		$285K Sell
2,990
-427
-12% -$39.3K 0.19% 103
2023
Q3 		$312K Buy
3,417
+33
+1% +$3.18K 0.24% 87
2023
Q2 		$338K Sell
3,384
-832
-20% -$79.5K 0.24% 82
2023
Q1 		$416K Sell
4,216
-79
-2% -$7.87K 0.31% 67
2022
Q4 		$438K Buy
4,295
+124
+3% +$11.7K 0.33% 63
2022
Q3 		$346K Sell
4,171
-87
-2% -$8.3K 0.3% 69
2022
Q2 		$397K Sell
4,258
-934
-18% -$95.2K 0.31% 69
2022
Q1 		$519K Buy
5,192
+174
+3% +$17.4K 0.39% 56
2021
Q4 		$509K Buy
+5,018
New +$469K 0.4% 51

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MKT Advisors's PM Position: Q2 2026 in Review

MKT Advisors reduced its Philip Morris (PM) stake by 12% in Q2 2026, selling an estimated $69.9K and leaving 2,893 shares worth $543K. The position accounts for 0.17% of the portfolio, ranked #76.

MKT Advisors first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $587K in Q2 2025. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • MKT Advisors held 2,893 shares of Philip Morris worth $543K as of Q2 2026.
  • MKT Advisors sold 403 Philip Morris shares in Q2 2026, an estimated $69.9K.
  • Philip Morris made up 0.17% of MKT Advisors's portfolio in Q2 2026, its #76 holding.
  • MKT Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's Philip Morris position peaked at $587K in Q2 2025.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.