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Operose Advisors’s Philip Morris PM Stock Holding History

Operose 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 		– Sell
-134
Closed -$22.2K – 641
2026
Q1 		$22.2K Buy
+134
New +$23.3K 0.01% 347
2025
Q1 		– Sell
-34
Closed -$4.09K – 437
2024
Q4 		$4.09K Sell
34
-506
-94% -$63.8K ﹤0.01% 367
2024
Q3 		$65.6K Hold
540
– – 0.02% 236
2024
Q2 		$54.7K Hold
540
– – 0.02% 232
2024
Q1 		$49.5K Hold
540
– – 0.02% 245
2023
Q4 		$50.8K Sell
540
-1,194
-69% -$110K 0.02% 220
2023
Q3 		$161K Buy
1,734
+1,410
+435% +$136K 0.06% 155
2023
Q2 		$31.6K Hold
324
– – 0.01% 192
2023
Q1 		$31.5K Hold
324
– – 0.02% 188
2022
Q4 		$32.8K Hold
324
– – 0.02% 184
2022
Q3 		$27K Buy
+324
New +$30.9K 0.02% 197

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

Operose Advisors's PM Position: Q2 2026 in Review

Operose Advisors sold out of Philip Morris (PM) in Q2 2026, closing a stake of 134 shares — an estimated $22.2K sold.

Operose Advisors first reported a position in PM in Q3 2022 and held it in 11 quarters. The position peaked at $161K in Q3 2023. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Operose Advisors reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 134 Philip Morris shares in Q2 2026, an estimated $22.2K.
  • Operose Advisors first reported a position in Philip Morris in Q3 2022 and held it in 11 quarters.
  • Operose Advisors's Philip Morris position peaked at $161K in Q3 2023.
  • 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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