Parsonex Advisory Services’s Philip Morris PM Stock Holding History

Parsonex Advisory Services’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	$308K	Sell	1,700 -557	-25%	-$96.6K	0.27%	40
2026 Q1	$373K	Sell	2,257 -3,907	-63%	-$679K	0.36%	36
2025 Q4	$989K	Buy	6,164 +36	+0.6%	+$5.58K	0.63%	38
2025 Q3	$994K	Buy	6,128 +873	+17%	+$147K	0.68%	37
2025 Q2	$957K	Buy	+5,255	New	+$902K	0.8%	38

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

Parsonex Advisory Services's PM Position: Q2 2026 in Review

Parsonex Advisory Services reduced its Philip Morris (PM) stake by 25% in Q2 2026, selling an estimated $96.6K and leaving 1,700 shares worth $308K. The position accounts for 0.27% of the portfolio, ranked #40.

Parsonex Advisory Services first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $994K in Q3 2025. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Parsonex Advisory Services held 1,700 shares of Philip Morris worth $308K as of Q2 2026.
Parsonex Advisory Services sold 557 Philip Morris shares in Q2 2026, an estimated $96.6K.
Philip Morris made up 0.27% of Parsonex Advisory Services's portfolio in Q2 2026, its #40 holding.
Parsonex Advisory Services first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
Parsonex Advisory Services's Philip Morris position peaked at $994K in Q3 2025.
2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.