Powell Investment Advisors’s Philip Morris PM Stock Holding History

Powell 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	$598K	Hold	3,587	–	–	0.21%	69
2025 Q4	$581K	Hold	3,587	–	–	0.2%	70
2025 Q3	$582K	Hold	3,587	–	–	0.2%	71
2025 Q2	$658K	Hold	3,587	–	–	0.25%	62
2025 Q1	$574K	Hold	3,587	–	–	0.28%	55
2024 Q4	$437K	Hold	3,587	–	–	0.2%	74
2024 Q3	$440K	Hold	3,587	–	–	0.21%	70
2024 Q2	$368K	Hold	3,587	–	–	0.19%	74
2024 Q1	$333K	Hold	3,587	–	–	0.18%	76
2023 Q4	$342K	Hold	3,587	–	–	0.19%	77
2023 Q3	$337K	Hold	3,587	–	–	0.2%	77
2023 Q2	$355K	Hold	3,587	–	–	0.21%	76
2023 Q1	$353K	Buy	+3,587	New	+$357K	0.2%	78
2022 Q4	–	Sell	-3,587	Closed	-$302K	–	137
2022 Q3	$302K	Buy	3,587 +761	+27%	+$72.6K	0.2%	82
2022 Q2	$283K	Hold	2,826	–	–	0.17%	84
2022 Q1	$269K	Hold	2,826	–	–	0.16%	80
2021 Q4	$272K	Hold	2,826	–	–	0.15%	86
2021 Q3	$271K	Hold	2,826	–	–	0.17%	80
2021 Q2	$283K	Hold	2,826	–	–	0.17%	78
2021 Q1	$254K	Sell	2,826 -180	-6%	-$15.3K	0.17%	83
2020 Q4	$252K	Sell	3,006 -180	-6%	-$14K	0.19%	73
2020 Q3	$243K	Hold	3,186	–	–	0.21%	73
2020 Q2	$227K	Hold	3,186	–	–	0.22%	82
2020 Q1	$236K	Hold	3,186	–	–	0.29%	70
2019 Q4	$275K	Buy	+3,186	New	+$263K	0.29%	76

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Powell Investment Advisors held its Philip Morris (PM) position steady in Q1 2026 at 3,587 shares worth $598K. The position accounts for 0.21% of the portfolio, ranked #69.

Powell Investment Advisors first reported a position in PM in Q4 2019 and has held it in 25 quarters since. The position peaked at $658K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Powell Investment Advisors held 3,587 shares of Philip Morris worth $598K as of Q1 2026.
Powell Investment Advisors left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.21% of Powell Investment Advisors's portfolio in Q1 2026, its #69 holding.
Powell Investment Advisors first reported a position in Philip Morris in Q4 2019 and has held it in 25 quarters since.
Powell Investment Advisors's Philip Morris position peaked at $658K in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.