Private Advisory Group’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$730K Buy
4,035
+215
+6% +$37.3K 0.04% 192
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

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

Private Advisory Group increased its Philip Morris (PM) stake by 5.6% in Q2 2026, buying an estimated $37.3K and bringing the position to 4,035 shares worth $730K. The position accounts for 0.04% of the portfolio, ranked #192.

Private Advisory Group first reported a position in PM in Q3 2017 and has held it in 6 quarters since. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Private Advisory Group held 4,035 shares of Philip Morris worth $730K as of Q2 2026.
  • Private Advisory Group bought 215 Philip Morris shares in Q2 2026, an estimated $37.3K.
  • Philip Morris made up 0.04% of Private Advisory Group's portfolio in Q2 2026, its #192 holding.
  • Private Advisory Group first reported a position in Philip Morris in Q3 2017 and has held it in 6 quarters since.
  • 2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.