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Perennial Investment Advisors’s Philip Morris PM Stock Holding History

Perennial Investment 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 		$505K Buy
2,793
+54
+2% +$9.37K 0.03% 326
2026
Q1 		$453K Sell
2,739
-98
-3% -$17K 0.04% 307
2025
Q4 		$455K Buy
2,837
+499
+21% +$77.3K 0.04% 293
2025
Q3 		$379K Buy
2,338
+47
+2% +$7.91K 0.03% 313
2025
Q2 		$417K Buy
2,291
+413
+22% +$70.9K 0.04% 284
2025
Q1 		$298K Buy
+1,878
New +$266K 0.03% 324

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 $3.38T AUM 44.17% 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

Perennial Investment Advisors's PM Position: Q2 2026 in Review

Perennial Investment Advisors increased its Philip Morris (PM) stake by 2% in Q2 2026, buying an estimated $9.37K and bringing the position to 2,793 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #326.

Perennial Investment Advisors first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,938 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Perennial Investment Advisors held 2,793 shares of Philip Morris worth $505K as of Q2 2026.
  • Perennial Investment Advisors bought 54 Philip Morris shares in Q2 2026, an estimated $9.37K.
  • Philip Morris made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #326 holding.
  • Perennial Investment Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 2,938 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.