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Prosperity Capital Advisors’s Philip Morris PM Stock Holding History

Prosperity Capital Advisors’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
Q2 		$1.52M Buy
8,412
+94
+1% +$16.3K 0.08% 156
2026
Q1 		$1.38M Sell
8,318
-235
-3% -$40.8K 0.08% 154
2025
Q4 		$1.37M Buy
8,553
+249
+3% +$38.6K 0.08% 149
2025
Q3 		$1.35M Buy
8,304
+244
+3% +$41.1K 0.08% 162
2025
Q2 		$1.47M Sell
8,060
-2,132
-21% -$366K 0.1% 144
2025
Q1 		$1.61M Sell
10,192
-160
-2% -$22.7K 0.13% 119
2024
Q4 		$1.25M Sell
10,352
-994
-9% -$125K 0.1% 139
2024
Q3 		$1.38M Buy
11,346
+28
+0.2% +$3.25K 0.12% 126
2024
Q2 		$1.15M Sell
11,318
-9,669
-46% -$945K 0.13% 122
2024
Q1 		$1.92M Buy
20,987
+11,632
+124% +$1.07M 0.23% 73
2023
Q4 		$880K Buy
9,355
+83
+0.9% +$7.65K 0.1% 111
2023
Q3 		$858K Buy
9,272
+550
+6% +$52.9K 0.11% 100
2023
Q2 		$851K Sell
8,722
-28
-0.3% -$2.67K 0.12% 101
2023
Q1 		$851K Buy
8,750
+97
+1% +$9.67K 0.13% 83
2022
Q4 		$876K Buy
+8,653
New +$817K 0.27% 63

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

Prosperity Capital Advisors's PM Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Philip Morris (PM) stake by 1.1% in Q2 2026, buying an estimated $16.3K and bringing the position to 8,412 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #156.

Prosperity Capital Advisors first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q1 2024. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Prosperity Capital Advisors held 8,412 shares of Philip Morris worth $1.52M as of Q2 2026.
  • Prosperity Capital Advisors bought 94 Philip Morris shares in Q2 2026, an estimated $16.3K.
  • Philip Morris made up 0.08% of Prosperity Capital Advisors's portfolio in Q2 2026, its #156 holding.
  • Prosperity Capital Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Philip Morris position peaked at $1.92M in Q1 2024.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.