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Nordwand Advisors’s Philip Morris PM Stock Holding History

Nordwand 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 		$548K Buy
3,029
+570
+23% +$98.9K 0.08% 118
2026
Q1 		$407K Sell
2,459
-100
-4% -$17.4K 0.07% 126
2025
Q4 		$410K Buy
2,559
+150
+6% +$23.2K 0.07% 125
2025
Q3 		$391K Hold
2,409
– – 0.06% 128
2025
Q2 		$439K Buy
2,409
+1,868
+345% +$321K 0.07% 121
2025
Q1 		$85.9K Hold
541
– – 0.03% 37
2024
Q4 		$65.1K Hold
541
– – 0.03% 43
2024
Q3 		$65.7K Sell
541
-2,347
-81% -$273K 0.02% 43
2024
Q2 		$293K Buy
2,888
+2,347
+434% +$229K 0.13% 25
2024
Q1 		$49.6K Hold
541
– – 0.02% 80
2023
Q4 		$50.9K Hold
541
– – 0.01% 71
2023
Q3 		$50.1K Hold
541
– – 0.01% 65
2023
Q2 		$52.8K Hold
541
– – 0.01% 61
2023
Q1 		$52.6K Sell
541
-11,083
-95% -$1.1M 0.01% 62
2022
Q4 		$1.18M Buy
+11,624
New +$1.1M 0.15% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordwand Advisors's PM Position: Q2 2026 in Review

Nordwand Advisors increased its Philip Morris (PM) stake by 23% in Q2 2026, buying an estimated $98.9K and bringing the position to 3,029 shares worth $548K. The position accounts for 0.08% of the portfolio, ranked #118.

Nordwand Advisors first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2022. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Nordwand Advisors held 3,029 shares of Philip Morris worth $548K as of Q2 2026.
  • Nordwand Advisors bought 570 Philip Morris shares in Q2 2026, an estimated $98.9K.
  • Philip Morris made up 0.08% of Nordwand Advisors's portfolio in Q2 2026, its #118 holding.
  • Nordwand Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • Nordwand Advisors's Philip Morris position peaked at $1.18M in Q4 2022.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.