NL
PM icon

Navalign LLC’s Philip Morris PM Stock Holding History

Navalign LLC’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 		$304K Buy
1,679
+13
+0.8% +$2.25K 0.07% 110
2026
Q1 		$275K Hold
1,666
– – 0.07% 109
2025
Q4 		$267K Hold
1,666
– – 0.07% 109
2025
Q3 		$270K Buy
+1,666
New +$280K 0.07% 108

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Navalign LLC's PM Position: Q2 2026 in Review

Navalign LLC increased its Philip Morris (PM) stake by 0.78% in Q2 2026, buying an estimated $2.25K and bringing the position to 1,679 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #110.

Navalign LLC first reported a position in PM in Q3 2025 and has held it in 4 quarters since. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Navalign LLC held 1,679 shares of Philip Morris worth $304K as of Q2 2026.
  • Navalign LLC bought 13 Philip Morris shares in Q2 2026, an estimated $2.25K.
  • Philip Morris made up 0.07% of Navalign LLC's portfolio in Q2 2026, its #110 holding.
  • Navalign LLC first reported a position in Philip Morris in Q3 2025 and has held it in 4 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.