Powers Advisory Group’s Philip Morris PM Stock Holding History

Powers Advisory Group’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	$763K	Sell	4,616 -7	-0.2%	-$1.22K	0.27%	55
2025 Q4	$741K	Buy	4,623 +26	+0.6%	+$4.03K	0.28%	54
2025 Q3	$746K	Buy	4,597 +409	+10%	+$68.8K	0.3%	53
2025 Q2	$763K	Sell	4,188 -46	-1%	-$7.9K	0.34%	50
2025 Q1	$672K	Buy	4,234 +19	+0.5%	+$2.69K	0.32%	54
2024 Q4	$507K	Buy	4,215 +29	+0.7%	+$3.66K	0.25%	61
2024 Q3	$508K	Sell	4,186 -29	-0.7%	-$3.37K	0.25%	61
2024 Q2	$427K	Buy	4,215 +18	+0.4%	+$1.76K	0.23%	65
2024 Q1	$384K	Sell	4,197 -177	-4%	-$16.3K	0.22%	67
2023 Q4	$411K	Buy	4,374 +37	+0.9%	+$3.41K	0.25%	63
2023 Q3	$402K	Sell	4,337 -60	-1%	-$5.78K	0.27%	63
2023 Q2	$429K	Sell	4,397 -25	-0.6%	-$2.39K	0.28%	61
2023 Q1	$430K	Sell	4,422 -18	-0.4%	-$1.79K	0.3%	63
2022 Q4	$449K	Buy	4,440 +39	+0.9%	+$3.68K	0.33%	60
2022 Q3	$365K	Buy	4,401 +35	+0.8%	+$3.34K	0.29%	67
2022 Q2	$431K	Sell	4,366 -260	-6%	-$26.5K	0.33%	67
2022 Q1	$435K	Buy	4,626 +33	+0.7%	+$3.3K	0.3%	68
2021 Q4	$436K	Buy	+4,593	New	+$429K	0.31%	67

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

Powers Advisory Group's PM Position: Q1 2026 in Review

Powers Advisory Group reduced its Philip Morris (PM) stake by 0.15% in Q1 2026, selling an estimated $1.22K and leaving 4,616 shares worth $763K. The position accounts for 0.27% of the portfolio, ranked #55.

Powers Advisory Group first reported a position in PM in Q4 2021 and has held it in 18 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Powers Advisory Group held 4,616 shares of Philip Morris worth $763K as of Q1 2026.
Powers Advisory Group sold 7 Philip Morris shares in Q1 2026, an estimated $1.22K.
Philip Morris made up 0.27% of Powers Advisory Group's portfolio in Q1 2026, its #55 holding.
Powers Advisory Group first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.