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Mount Yale Investment Advisors’s Philip Morris PM Stock Holding History

Mount Yale 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 		$7.45M Buy
44,913
+32,382
+258% +$5.63M 0.17% 133
2025
Q4 		$2.03M Buy
12,531
+1,800
+17% +$279K 0.1% 189
2025
Q3 		$1.74M Sell
10,731
-17,216
-62% -$2.9M 0.12% 183
2025
Q2 		$5.09M Buy
27,947
+14,416
+107% +$2.48M 0.4% 43
2025
Q1 		$2.15M Sell
13,531
-5,002
-27% -$709K 0.18% 113
2024
Q4 		$2.23M Buy
18,533
+656
+4% +$82.8K 0.18% 112
2024
Q3 		$2.17M Sell
17,877
-3,127
-15% -$363K 0.21% 111
2024
Q2 		$2.13M Sell
21,004
-1,185
-5% -$116K 0.17% 119
2024
Q1 		$2.03M Buy
22,189
+5,856
+36% +$540K 0.16% 129
2023
Q4 		$1.54M Sell
16,333
-228
-1% -$21K 0.15% 148
2023
Q3 		$1.53M Buy
16,561
+5,299
+47% +$510K 0.17% 133
2023
Q2 		$1.1M Buy
11,262
+4,975
+79% +$475K 0.12% 180
2023
Q1 		$611K Buy
+6,287
New +$627K 0.07% 265
2022
Q3 		– Sell
-6,273
Closed -$619K – 470
2022
Q2 		$619K Buy
6,273
+335
+6% +$34.2K 0.08% 250
2022
Q1 		$558K Buy
5,938
+774
+15% +$77.4K 0.06% 291
2021
Q4 		$491K Buy
5,164
+497
+11% +$46.5K 0.05% 296
2021
Q3 		$442K Buy
+4,667
New +$469K 0.05% 306
2018
Q4 		– Sell
-811
Closed -$72K – 656
2018
Q3 		$72K Sell
811
-608
-43% -$49.9K 0.01% 533
2018
Q2 		$115K Buy
1,419
+451
+47% +$38.3K 0.02% 413
2018
Q1 		$96K Buy
+968
New +$101K 0.02% 470

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

Mount Yale Investment Advisors's PM Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Philip Morris (PM) stake by 258% in Q1 2026, buying an estimated $5.63M and bringing the position to 44,913 shares worth $7.45M. The position accounts for 0.17% of the portfolio, ranked #133.

Mount Yale Investment Advisors first reported a position in PM in Q1 2018 and has held it in 20 quarters since. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Mount Yale Investment Advisors held 44,913 shares of Philip Morris worth $7.45M as of Q1 2026.
  • Mount Yale Investment Advisors bought 32,382 Philip Morris shares in Q1 2026, an estimated $5.63M.
  • Philip Morris made up 0.17% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #133 holding.
  • Mount Yale Investment Advisors first reported a position in Philip Morris in Q1 2018 and has held it in 20 quarters since.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.