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Prudent Man Advisors’s Philip Morris PM Stock Holding History

Prudent Man 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
Q1 		$3.22M Buy
19,493
+6,821
+54% +$1.19M 0.97% 26
2025
Q4 		$2.03M Sell
12,672
-204
-2% -$31.6K 0.74% 26
2025
Q3 		$2.09M Sell
12,876
-5,033
-28% -$847K 0.77% 25
2025
Q2 		$3.26M Buy
17,909
+1,393
+8% +$239K 1.04% 19
2025
Q1 		$2.62M Buy
16,516
+613
+4% +$86.8K 0.95% 17
2024
Q4 		$1.91M Sell
15,903
-1,401
-8% -$177K 0.7% 23
2024
Q3 		$2.1M Sell
17,304
-359
-2% -$41.7K 0.7% 24
2024
Q2 		$1.79M Buy
17,663
+620
+4% +$60.6K 0.63% 27
2024
Q1 		$1.56M Buy
17,043
+645
+4% +$59.5K 0.59% 30
2023
Q4 		$1.54M Sell
16,398
-669
-4% -$61.6K 0.58% 30
2023
Q3 		$1.58M Sell
17,067
-281
-2% -$27K 0.63% 25
2023
Q2 		$1.69M Sell
17,348
-236
-1% -$22.5K 0.64% 25
2023
Q1 		$1.71M Sell
17,584
-262
-1% -$26.1K 0.67% 22
2022
Q4 		$1.81M Buy
17,846
+2,083
+13% +$197K 0.73% 22
2022
Q3 		$1.31M Buy
15,763
+1,160
+8% +$111K 0.62% 24
2022
Q2 		$1.44M Sell
14,603
-51
-0.3% -$5.2K 0.67% 22
2022
Q1 		$1.38M Sell
14,654
-354
-2% -$35.4K 0.56% 34
2021
Q4 		$1.43M Sell
15,008
-1,553
-9% -$145K 0.54% 35
2021
Q3 		$1.57M Sell
16,561
-77
-0.5% -$7.75K 0.59% 33
2021
Q2 		$1.65M Sell
16,638
-3,173
-16% -$304K 0.64% 26
2021
Q1 		$1.76M Buy
19,811
+595
+3% +$50.5K 0.74% 22
2020
Q4 		$1.59M Sell
19,216
-184
-0.9% -$14.3K 0.67% 23
2020
Q3 		$1.46M Buy
19,400
+346
+2% +$26.7K 0.77% 20
2020
Q2 		$1.33M Buy
+19,054
New +$1.39M 1.18% 16

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

Prudent Man Advisors's PM Position: Q1 2026 in Review

Prudent Man Advisors increased its Philip Morris (PM) stake by 54% in Q1 2026, buying an estimated $1.19M and bringing the position to 19,493 shares worth $3.22M. The position accounts for 0.97% of the portfolio, ranked #26.

Prudent Man Advisors first reported a position in PM in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.26M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Prudent Man Advisors held 19,493 shares of Philip Morris worth $3.22M as of Q1 2026.
  • Prudent Man Advisors bought 6,821 Philip Morris shares in Q1 2026, an estimated $1.19M.
  • Philip Morris made up 0.97% of Prudent Man Advisors's portfolio in Q1 2026, its #26 holding.
  • Prudent Man Advisors first reported a position in Philip Morris in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's Philip Morris position peaked at $3.26M in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.