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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perennial Investment Advisors's PM Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Philip Morris (PM) stake by 3.5% in Q1 2026, selling an estimated $17K and leaving 2,739 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #307.

Perennial Investment Advisors first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $455K in Q4 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Perennial Investment Advisors held 2,739 shares of Philip Morris worth $453K as of Q1 2026.
  • Perennial Investment Advisors sold 98 Philip Morris shares in Q1 2026, an estimated $17K.
  • Philip Morris made up 0.04% of Perennial Investment Advisors's portfolio in Q1 2026, its #307 holding.
  • Perennial Investment Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Perennial Investment Advisors's Philip Morris position peaked at $455K in Q4 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.