New World Advisors
PM icon

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
Q3 		$317K Sell
1,661
-49
-3% -$9.26K 0.06% 95
2026
Q2 		$309K Buy
1,710
+179
+12% +$31K 0.05% 70
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 $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

New World Advisors's PM Position: Q3 2026 in Review

New World Advisors reduced its Philip Morris (PM) stake by 2.9% in Q3 2026, selling an estimated $9.26K and leaving 1,661 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #95.

New World Advisors first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • New World Advisors held 1,661 shares of Philip Morris worth $317K as of Q3 2026.
  • New World Advisors sold 49 Philip Morris shares in Q3 2026, an estimated $9.26K.
  • Philip Morris made up 0.06% of New World Advisors's portfolio in Q3 2026, its #95 holding.
  • New World Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • 2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on New World Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.