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Private Advisor Group’s Philip Morris PM Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-1,800
Closed -$1.67K – 2446
2023
Q3 		$1.67K Buy
+1,800
New +$173K ﹤0.01% 2239

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

Private Advisor Group's PM Position: Q1 2026 in Review

Private Advisor Group reduced its Philip Morris (PM) stake by 2.5% in Q1 2026, selling an estimated $406K and leaving 89,420 shares worth $14.8M. The position accounts for 0.07% of the portfolio, ranked #299.

Private Advisor Group first reported a position in PM in Q4 2013 and has held it in 50 quarters since. The position peaked at $16.6M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Private Advisor Group held 89,420 shares of Philip Morris worth $14.8M as of Q1 2026.
  • Private Advisor Group sold 2,335 Philip Morris shares in Q1 2026, an estimated $406K.
  • Philip Morris made up 0.07% of Private Advisor Group's portfolio in Q1 2026, its #299 holding.
  • Private Advisor Group first reported a position in Philip Morris in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's Philip Morris position peaked at $16.6M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.