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New World Advisors’s Philip Morris PM Stock Holding History

New World 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 		$253K Sell
1,531
-192
-11% -$33.4K 0.04% 66
2025
Q4 		$276K Buy
+1,723
New +$267K 0.05% 61
2025
Q3 		– Sell
-1,238
Closed -$225K – 79
2025
Q2 		$225K Buy
+1,238
New +$213K 0.05% 66

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

New World Advisors's PM Position: Q1 2026 in Review

New World Advisors reduced its Philip Morris (PM) stake by 11% in Q1 2026, selling an estimated $33.4K and leaving 1,531 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #66.

New World Advisors first reported a position in PM in Q2 2025 and has held it in 3 quarters since. The position peaked at $276K in Q4 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • New World Advisors held 1,531 shares of Philip Morris worth $253K as of Q1 2026.
  • New World Advisors sold 192 Philip Morris shares in Q1 2026, an estimated $33.4K.
  • Philip Morris made up 0.04% of New World Advisors's portfolio in Q1 2026, its #66 holding.
  • New World Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • New World Advisors's Philip Morris position peaked at $276K in Q4 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.