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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
-24,200
Closed -$22.4K – 2447
2023
Q3 		$22.4K Buy
+24,200
New +$2.33M ﹤0.01% 2098

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

Private Advisor Group's PM Position: Q2 2026 in Review

Private Advisor Group reduced its Philip Morris (PM) stake by 33% in Q2 2026, selling an estimated $5.06M and leaving 60,270 shares worth $10.9M. The position accounts for 0.05% of the portfolio, ranked #366.

Private Advisor Group first reported a position in PM in Q4 2013 and has held it in 51 quarters since. The position peaked at $16.6M in Q2 2025. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Private Advisor Group held 60,270 shares of Philip Morris worth $10.9M as of Q2 2026.
  • Private Advisor Group sold 29,150 Philip Morris shares in Q2 2026, an estimated $5.06M.
  • Philip Morris made up 0.05% of Private Advisor Group's portfolio in Q2 2026, its #366 holding.
  • Private Advisor Group first reported a position in Philip Morris in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Philip Morris position peaked at $16.6M in Q2 2025.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.