Northstar Advisory Group’s Philip Morris PM Stock Holding History

Northstar Advisory Group’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	$683K	Buy	3,778 +6	+0.2%	+$1.04K	0.21%	73
2026 Q1	$624K	Buy	3,772 +5	+0.1%	+$869	0.23%	72
2025 Q4	$604K	Buy	3,767 +6	+0.2%	+$930	0.21%	75
2025 Q3	$610K	Buy	3,761 +4	+0.1%	+$673	0.25%	68
2025 Q2	$684K	Sell	3,757 -24	-0.6%	-$4.12K	0.33%	59
2025 Q1	$600K	Sell	3,781 -8	-0.2%	-$1.13K	0.39%	55
2024 Q4	$456K	Sell	3,789 -4	-0.1%	-$505	0.23%	71
2024 Q3	$460K	Sell	3,793 -599	-14%	-$69.6K	0.24%	69
2024 Q2	$451K	Sell	4,392 -17	-0.4%	-$1.66K	0.26%	65
2024 Q1	$439K	Buy	4,409 +469	+12%	+$43.2K	0.27%	62
2023 Q4	$371K	Buy	3,940 +8	+0.2%	+$737	0.22%	64
2023 Q3	$364K	Buy	3,932 +6	+0.2%	+$577	0.27%	66
2023 Q2	$383K	Buy	3,926 +7	+0.2%	+$669	0.25%	61
2023 Q1	$381K	Buy	3,919 +7	+0.2%	+$698	0.29%	57
2022 Q4	$396K	Buy	3,912 +8	+0.2%	+$755	0.31%	63
2022 Q3	$324K	Buy	3,904 +7	+0.2%	+$668	0.29%	62
2022 Q2	$385K	Buy	3,897 +6	+0.2%	+$612	0.29%	51
2022 Q1	$366K	Buy	3,891 +6	+0.2%	+$600	0.24%	80
2021 Q4	$369K	Buy	+3,885	New	+$363K	0.22%	76
2021 Q3	–	Sell	-4,025	Closed	-$399K	–	103
2021 Q2	$399K	Buy	4,025 +7	+0.2%	+$672	0.25%	70
2021 Q1	$357K	Buy	4,018 +7	+0.2%	+$594	0.27%	67
2020 Q4	$332K	Buy	+4,011	New	+$312K	0.28%	71

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Northstar Advisory Group's PM Position: Q2 2026 in Review

Northstar Advisory Group increased its Philip Morris (PM) stake by 0.16% in Q2 2026, buying an estimated $1.04K and bringing the position to 3,778 shares worth $683K. The position accounts for 0.21% of the portfolio, ranked #73.

Northstar Advisory Group first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $684K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Northstar Advisory Group held 3,778 shares of Philip Morris worth $683K as of Q2 2026.
Northstar Advisory Group bought 6 Philip Morris shares in Q2 2026, an estimated $1.04K.
Philip Morris made up 0.21% of Northstar Advisory Group's portfolio in Q2 2026, its #73 holding.
Northstar Advisory Group first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
Northstar Advisory Group's Philip Morris position peaked at $684K in Q2 2025.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.