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My Legacy Advisors’s Philip Morris PM Stock Holding History

My Legacy 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
2025
Q2 		$1.17M Buy
6,445
+434
+7% +$74.5K 0.42% 66
2025
Q1 		$954K Sell
6,011
-62
-1% -$8.78K 0.37% 79
2024
Q4 		$720K Sell
6,073
-63
-1% -$7.95K 0.28% 98
2024
Q3 		$745K Sell
6,136
-1,425
-19% -$166K 0.29% 102
2024
Q2 		$766K Sell
7,561
-11
-0.1% -$1.07K 0.24% 110
2024
Q1 		$694K Sell
7,572
-59
-0.8% -$5.44K 0.23% 125
2023
Q4 		$726K Sell
7,631
-25
-0.3% -$2.3K 0.26% 116
2023
Q3 		$695K Buy
7,656
+216
+3% +$20.8K 0.28% 106
2023
Q2 		$748K Buy
7,440
+417
+6% +$39.8K 0.29% 113
2023
Q1 		$692K Sell
7,023
-30
-0.4% -$2.99K 0.3% 124
2022
Q4 		$724K Buy
7,053
+379
+6% +$35.8K 0.31% 122
2022
Q3 		$569K Buy
6,674
+597
+10% +$56.9K 0.29% 130
2022
Q2 		$567K Buy
6,077
+84
+1% +$8.56K 0.28% 134
2022
Q1 		$563K Buy
+5,993
New +$600K 0.26% 125

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

My Legacy Advisors's PM Position: Q2 2025 in Review

My Legacy Advisors increased its Philip Morris (PM) stake by 7.2% in Q2 2025, buying an estimated $74.5K and bringing the position to 6,445 shares worth $1.17M. The position accounts for 0.42% of the portfolio, ranked #66.

My Legacy Advisors first reported a position in PM in Q1 2022 and has held it in 14 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • My Legacy Advisors held 6,445 shares of Philip Morris worth $1.17M as of Q2 2025.
  • My Legacy Advisors bought 434 Philip Morris shares in Q2 2025, an estimated $74.5K.
  • Philip Morris made up 0.42% of My Legacy Advisors's portfolio in Q2 2025, its #66 holding.
  • My Legacy Advisors first reported a position in Philip Morris in Q1 2022 and has held it in 14 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.