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MONECO Advisors’s Philip Morris PM Stock Holding History

MONECO 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 		$869K Buy
4,802
+1,037
+28% +$180K 0.05% 280
2026
Q1 		$623K Buy
3,765
+100
+3% +$17.4K 0.05% 269
2025
Q4 		$588K Buy
3,665
+358
+11% +$55.5K 0.05% 278
2025
Q3 		$536K Sell
3,307
-519
-14% -$87.3K 0.04% 289
2025
Q2 		$697K Sell
3,826
-35
-0.9% -$6.01K 0.06% 234
2025
Q1 		$613K Sell
3,861
-82
-2% -$11.6K 0.06% 242
2024
Q4 		$475K Buy
3,943
+794
+25% +$100K 0.05% 283
2024
Q3 		$382K Sell
3,149
-23
-0.7% -$2.67K 0.05% 300
2024
Q2 		$321K Buy
3,172
+57
+2% +$5.57K 0.05% 308
2024
Q1 		$285K Buy
3,115
+31
+1% +$2.86K 0.05% 326
2023
Q4 		$290K Sell
3,084
-32
-1% -$2.95K 0.06% 298
2023
Q3 		$288K Buy
3,116
+56
+2% +$5.39K 0.08% 259
2023
Q2 		$299K Buy
3,060
+32
+1% +$3.06K 0.08% 253
2023
Q1 		$294K Buy
3,028
+213
+8% +$21.2K 0.09% 243
2022
Q4 		$285K Buy
2,815
+11
+0.4% +$1.04K 0.1% 199
2022
Q3 		$233K Buy
2,804
+20
+0.7% +$1.91K 0.09% 209
2022
Q2 		$275K Sell
2,784
-209
-7% -$21.3K 0.11% 188
2022
Q1 		$281K Sell
2,993
-6,078
-67% -$608K 0.1% 189
2021
Q4 		$942K Buy
9,071
+118
+1% +$11K 0.35% 68
2021
Q3 		$849K Buy
8,953
+392
+5% +$39.4K 0.34% 73
2021
Q2 		$849K Buy
8,561
+70
+0.8% +$6.72K 0.39% 66
2021
Q1 		$753K Hold
8,491
– – 0.37% 69
2020
Q4 		$690K Sell
8,491
-127
-1% -$9.89K 0.38% 64
2020
Q3 		$646K Sell
8,618
-1,129
-12% -$87.1K 0.41% 59
2020
Q2 		$683K Hold
9,747
– – 0.53% 47
2020
Q1 		$711K Buy
9,747
+518
+6% +$42.6K 0.73% 34
2019
Q4 		$819K Buy
9,229
+218
+2% +$18K 0.58% 42
2019
Q3 		$684K Buy
9,011
+103
+1% +$8.16K 0.53% 42
2019
Q2 		$700K Buy
8,908
+47
+0.5% +$3.88K 0.56% 42
2019
Q1 		$783K Buy
8,861
+49
+0.6% +$3.95K 0.63% 39
2018
Q4 		$588K Buy
+8,812
New +$736K 0.68% 34

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

MONECO Advisors's PM Position: Q2 2026 in Review

MONECO Advisors increased its Philip Morris (PM) stake by 28% in Q2 2026, buying an estimated $180K and bringing the position to 4,802 shares worth $869K. The position accounts for 0.05% of the portfolio, ranked #280.

MONECO Advisors first reported a position in PM in Q4 2018 and has held it in 31 quarters since. The position peaked at $942K in Q4 2021. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • MONECO Advisors held 4,802 shares of Philip Morris worth $869K as of Q2 2026.
  • MONECO Advisors bought 1,037 Philip Morris shares in Q2 2026, an estimated $180K.
  • Philip Morris made up 0.05% of MONECO Advisors's portfolio in Q2 2026, its #280 holding.
  • MONECO Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
  • MONECO Advisors's Philip Morris position peaked at $942K in Q4 2021.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.