Oxbow Advisors’s Philip Morris PM Stock Holding History

Oxbow 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	$244K	Buy	1,346 +36	+3%	+$6.24K	0.02%	243
2026 Q1	$217K	Sell	1,310 -345	-21%	-$60K	0.02%	232
2025 Q4	$265K	Sell	1,655 -42	-2%	-$6.51K	0.02%	218
2025 Q3	$275K	Buy	1,697 +40	+2%	+$6.73K	0.03%	194
2025 Q2	$302K	Sell	1,657 -654	-28%	-$112K	0.03%	169
2025 Q1	$367K	Buy	+2,311	New	+$327K	0.04%	155
2014 Q1	–	Sell	-4,197	Closed	-$366K	–	222
2013 Q4	$366K	Buy	4,197 +75	+2%	+$6.55K	0.05%	174
2013 Q3	$357K	Sell	4,122 -1,500	-27%	-$131K	0.06%	157
2013 Q2	$487K	Buy	+5,622	New	+$522K	0.09%	130

Other funds holding PM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oxbow Advisors's PM Position: Q2 2026 in Review

Oxbow Advisors increased its Philip Morris (PM) stake by 2.7% in Q2 2026, buying an estimated $6.24K and bringing the position to 1,346 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #243.

Oxbow Advisors first reported a position in PM in Q2 2013 and has held it in 9 quarters since. The position peaked at $487K in Q2 2013. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Oxbow Advisors held 1,346 shares of Philip Morris worth $244K as of Q2 2026.
Oxbow Advisors bought 36 Philip Morris shares in Q2 2026, an estimated $6.24K.
Philip Morris made up 0.02% of Oxbow Advisors's portfolio in Q2 2026, its #243 holding.
Oxbow Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 9 quarters since.
Oxbow Advisors's Philip Morris position peaked at $487K in Q2 2013.
2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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