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Moneta Group Investment Advisors’s Philip Morris PM Stock Holding History

Moneta Group Investment 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
Q1 		$4.86M Buy
29,413
+7,076
+32% +$1.23M 0.04% 171
2025
Q4 		$3.58M Buy
22,337
+8,967
+67% +$1.39M 0.03% 200
2025
Q3 		$2.17M Buy
13,370
+1,867
+16% +$314K 0.02% 257
2025
Q2 		$2.1M Buy
11,503
+791
+7% +$136K 0.03% 221
2025
Q1 		$1.7M Sell
10,712
-4,061
-27% -$575K 0.02% 225
2024
Q4 		$1.78M Buy
14,773
+3,626
+33% +$457K 0.02% 224
2024
Q3 		$1.35M Sell
11,147
-823
-7% -$95.6K 0.02% 248
2024
Q2 		$1.21M Sell
11,970
-437
-4% -$42.7K 0.02% 245
2024
Q1 		$1.14M Sell
12,407
-1,553
-11% -$143K 0.02% 254
2023
Q4 		$1.31M Sell
13,960
-1,471
-10% -$136K 0.03% 205
2023
Q3 		$1.43M Sell
15,431
-1,014
-6% -$97.6K 0.03% 192
2023
Q2 		$1.61M Sell
16,445
-238
-1% -$22.7K 0.04% 185
2023
Q1 		$1.62M Buy
16,683
+2,697
+19% +$269K 0.04% 182
2022
Q4 		$1.46M Sell
13,986
-1,530
-10% -$144K 0.04% 177
2022
Q3 		$1.29M Sell
15,516
-293
-2% -$27.9K 0.05% 171
2022
Q2 		$1.56M Buy
15,809
+6,037
+62% +$615K 0.05% 161
2022
Q1 		$918K Buy
9,772
+3,183
+48% +$318K 0.04% 215
2021
Q4 		$626K Sell
6,589
-68
-1% -$6.36K 0.03% 266
2021
Q3 		$631K Sell
6,657
-1,536
-19% -$155K 0.03% 248
2021
Q2 		$812K Buy
8,193
+632
+8% +$60.6K 0.04% 220
2021
Q1 		$671K Buy
7,561
+2,017
+36% +$171K 0.04% 218
2020
Q4 		$459K Sell
5,544
-1,724
-24% -$134K 0.03% 205
2020
Q3 		$545K Buy
7,268
+1,816
+33% +$140K 0.05% 158
2020
Q2 		$382K Buy
5,452
+1,080
+25% +$78.7K 0.04% 191
2020
Q1 		$319K Sell
4,372
-94
-2% -$7.74K 0.03% 197
2019
Q4 		$380K Sell
4,466
-381
-8% -$31.4K 0.03% 192
2019
Q3 		$368K Buy
4,847
+1,562
+48% +$124K 0.03% 194
2019
Q2 		$258K Sell
3,285
-143
-4% -$11.8K 0.03% 198
2019
Q1 		$303K Sell
3,428
-5,889
-63% -$474K 0.03% 176
2018
Q4 		$622K Sell
9,317
-123
-1% -$10.3K 0.07% 125
2018
Q3 		$770K Buy
9,440
+168
+2% +$13.8K 0.08% 115
2018
Q2 		$749K Buy
9,272
+5,614
+153% +$476K 0.08% 137
2018
Q1 		$364K Buy
3,658
+1,574
+76% +$164K 0.05% 146
2017
Q4 		$220K Hold
2,084
– – 0.03% 183
2017
Q3 		$231K Sell
2,084
-400
-16% -$46.6K 0.04% 178
2017
Q2 		$292K Hold
2,484
– – 0.05% 162
2017
Q1 		$280K Sell
2,484
-1,553
-38% -$160K 0.06% 128
2016
Q4 		$369K Buy
4,037
+1,873
+87% +$174K 0.08% 110
2016
Q3 		$210K Hold
2,164
– – 0.05% 135
2016
Q2 		$220K Hold
2,164
– – 0.05% 149
2016
Q1 		$212K Buy
+2,164
New +$198K 0.05% 152
2015
Q4 		– Sell
-2,164
Closed -$172K – 341
2015
Q3 		$172K Buy
+2,164
New +$178K 0.05% 137

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moneta Group Investment Advisors's PM Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Philip Morris (PM) stake by 32% in Q1 2026, buying an estimated $1.23M and bringing the position to 29,413 shares worth $4.86M. The position accounts for 0.04% of the portfolio, ranked #171.

Moneta Group Investment Advisors first reported a position in PM in Q3 2015 and has held it in 42 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Moneta Group Investment Advisors held 29,413 shares of Philip Morris worth $4.86M as of Q1 2026.
  • Moneta Group Investment Advisors bought 7,076 Philip Morris shares in Q1 2026, an estimated $1.23M.
  • Philip Morris made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #171 holding.
  • Moneta Group Investment Advisors first reported a position in Philip Morris in Q3 2015 and has held it in 42 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.