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Purkiss Capital Advisors’s Philip Morris PM Stock Holding History

Purkiss 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 		$1.01M Sell
5,602
-497
-8% -$86.2K 0.39% 63
2026
Q1 		$1.01M Buy
6,099
+994
+19% +$173K 0.44% 57
2025
Q4 		$819K Sell
5,105
-132
-3% -$20.5K 0.38% 57
2025
Q3 		$849K Buy
5,237
+1,251
+31% +$210K 0.41% 57
2025
Q2 		$726K Buy
3,986
+1,515
+61% +$260K 0.4% 56
2025
Q1 		$392K Buy
2,471
+454
+23% +$64.3K 0.3% 60
2024
Q4 		$243K Buy
+2,017
New +$254K 0.21% 82

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

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

Purkiss Capital Advisors reduced its Philip Morris (PM) stake by 8.1% in Q2 2026, selling an estimated $86.2K and leaving 5,602 shares worth $1.01M. The position accounts for 0.39% of the portfolio, ranked #63.

Purkiss Capital Advisors first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Purkiss Capital Advisors held 5,602 shares of Philip Morris worth $1.01M as of Q2 2026.
  • Purkiss Capital Advisors sold 497 Philip Morris shares in Q2 2026, an estimated $86.2K.
  • Philip Morris made up 0.39% of Purkiss Capital Advisors's portfolio in Q2 2026, its #63 holding.
  • Purkiss Capital Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.