Private Advisory Group’s Philip Morris PM Stock Holding History

Private 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	$632K	Buy	3,820 +237	+7%	+$41.2K	0.04%	184
2025 Q4	$575K	Sell	3,583 -477	-12%	-$73.9K	0.05%	151
2025 Q3	$659K	Buy	4,060 +211	+5%	+$35.5K	0.05%	143
2025 Q2	$701K	Buy	+3,849	New	+$661K	0.06%	143
2017 Q4	–	Sell	-2,519	Closed	-$279K	–	140
2017 Q3	$279K	Buy	+2,519	New	+$293K	0.17%	109

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

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

Private Advisory Group increased its Philip Morris (PM) stake by 6.6% in Q1 2026, buying an estimated $41.2K and bringing the position to 3,820 shares worth $632K. The position accounts for 0.04% of the portfolio, ranked #184.

Private Advisory Group first reported a position in PM in Q3 2017 and has held it in 5 quarters since. The position peaked at $701K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Private Advisory Group held 3,820 shares of Philip Morris worth $632K as of Q1 2026.
Private Advisory Group bought 237 Philip Morris shares in Q1 2026, an estimated $41.2K.
Philip Morris made up 0.04% of Private Advisory Group's portfolio in Q1 2026, its #184 holding.
Private Advisory Group first reported a position in Philip Morris in Q3 2017 and has held it in 5 quarters since.
Private Advisory Group's Philip Morris position peaked at $701K in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.