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NIA Impact Advisors’s Philip Morris PM Stock Holding History

NIA Impact 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 		– Sell
-1,514
Closed -$243K – 105
2025
Q4 		$243K Hold
1,514
– – 0.08% 93
2025
Q3 		$246K Sell
1,514
-63
-4% -$10.6K 0.08% 95
2025
Q2 		$287K Buy
1,577
+63
+4% +$10.8K 0.1% 85
2025
Q1 		$240K Buy
+1,514
New +$214K 0.09% 90
2024
Q4 		– Sell
-1,680
Closed -$204K – 118
2024
Q3 		$204K Buy
+1,680
New +$195K 0.07% 105

Other funds holding PM

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NIA Impact Advisors's PM Position: Q1 2026 in Review

NIA Impact Advisors sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,514 shares — an estimated $243K sold.

NIA Impact Advisors first reported a position in PM in Q3 2024 and held it in 5 quarters. The position peaked at $287K in Q2 2025. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • NIA Impact Advisors reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • NIA Impact Advisors sold 1,514 Philip Morris shares in Q1 2026, an estimated $243K.
  • NIA Impact Advisors first reported a position in Philip Morris in Q3 2024 and held it in 5 quarters.
  • NIA Impact Advisors's Philip Morris position peaked at $287K in Q2 2025.
  • 2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.