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PFG Advisors’s Philip Morris PM Stock Holding History

PFG 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 		$729K Sell
4,032
-549
-12% -$95.2K 0.04% 434
2026
Q1 		$757K Buy
4,581
+277
+6% +$48.1K 0.04% 442
2025
Q4 		$690K Sell
4,304
-2,365
-35% -$366K 0.03% 457
2025
Q3 		$1.08M Buy
6,669
+582
+10% +$97.9K 0.04% 385
2025
Q2 		$1.11M Buy
6,087
+2,907
+91% +$499K 0.05% 288
2025
Q1 		$505K Buy
3,180
+194
+6% +$27.5K 0.03% 464
2024
Q4 		$359K Sell
2,986
-362
-11% -$45.7K 0.02% 540
2024
Q3 		$406K Buy
3,348
+263
+9% +$30.6K 0.03% 505
2024
Q2 		$313K Buy
3,085
+245
+9% +$24K 0.02% 543
2024
Q1 		$260K Buy
2,840
+50
+2% +$4.61K 0.02% 555
2023
Q4 		$262K Buy
2,790
+282
+11% +$26K 0.02% 523
2023
Q3 		$232K Sell
2,508
-7,922
-76% -$762K 0.02% 533
2023
Q2 		$1.02M Buy
10,430
+4,207
+68% +$402K 0.08% 290
2023
Q1 		$605K Buy
6,223
+1,567
+34% +$156K 0.05% 356
2022
Q4 		$471K Buy
4,656
+124
+3% +$11.7K 0.05% 361
2022
Q3 		$376K Buy
4,532
+376
+9% +$35.9K 0.04% 371
2022
Q2 		$410K Buy
4,156
+916
+28% +$93.4K 0.05% 271
2022
Q1 		$304K Buy
3,240
+357
+12% +$35.7K 0.03% 336
2021
Q4 		$274K Buy
2,883
+161
+6% +$15K 0.03% 455
2021
Q3 		$258K Buy
2,722
+1
+0% +$101 0.03% 441
2021
Q2 		$270K Buy
2,721
+65
+2% +$6.24K 0.03% 418
2021
Q1 		$236K Buy
+2,656
New +$226K 0.03% 410

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

PFG Advisors's PM Position: Q2 2026 in Review

PFG Advisors reduced its Philip Morris (PM) stake by 12% in Q2 2026, selling an estimated $95.2K and leaving 4,032 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #434.

PFG Advisors first reported a position in PM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.11M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • PFG Advisors held 4,032 shares of Philip Morris worth $729K as of Q2 2026.
  • PFG Advisors sold 549 Philip Morris shares in Q2 2026, an estimated $95.2K.
  • Philip Morris made up 0.04% of PFG Advisors's portfolio in Q2 2026, its #434 holding.
  • PFG Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 22 quarters since.
  • PFG Advisors's Philip Morris position peaked at $1.11M in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.