New England Capital Financial Advisors’s Philip Morris PM Stock Holding History

New England Capital Financial 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	$149K	Buy	821 +6	+0.7%	+$1.04K	0.04%	79
2026 Q1	$135K	Buy	815 +7	+0.9%	+$1.22K	0.04%	78
2025 Q4	$130K	Buy	808 +6	+0.7%	+$930	0.05%	81
2025 Q3	$130K	Buy	802 +5	+0.6%	+$841	0.06%	77
2025 Q2	$145K	Buy	797 +6	+0.8%	+$1.03K	0.07%	66
2025 Q1	$125K	Buy	791 +8	+1%	+$1.13K	0.06%	69
2024 Q4	$94.2K	Buy	783 +8	+1%	+$1.01K	0.05%	84
2024 Q3	$94.1K	Buy	775 +8	+1%	+$930	0.05%	81
2024 Q2	$77.7K	Buy	767 +10	+1%	+$978	0.04%	84
2024 Q1	$69.4K	Buy	757 +9	+1%	+$830	0.04%	93
2023 Q4	$70.4K	Buy	748 +8	+1%	+$737	0.04%	97
2023 Q3	$68.5K	Buy	740 +9	+1%	+$866	0.05%	94
2023 Q2	$71.4K	Buy	731 +8	+1%	+$764	0.05%	90
2023 Q1	$70.4K	Hold	723	–	–	0.05%	92
2022 Q4	$73.7K	Buy	+723	New	+$68.2K	0.05%	92

Other funds holding PM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

New England Capital Financial Advisors's PM Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Philip Morris (PM) stake by 0.74% in Q2 2026, buying an estimated $1.04K and bringing the position to 821 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #79.

New England Capital Financial Advisors first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 1,484 funds tracked by Wall St. Rank hold PM as of Q2 2026.

New England Capital Financial Advisors held 821 shares of Philip Morris worth $149K as of Q2 2026.
New England Capital Financial Advisors bought 6 Philip Morris shares in Q2 2026, an estimated $1.04K.
Philip Morris made up 0.04% of New England Capital Financial Advisors's portfolio in Q2 2026, its #79 holding.
New England Capital Financial Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
1,484 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.