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Quantum Financial Advisors’s Philip Morris PM Stock Holding History

Quantum Financial 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 		$528K Buy
2,917
+69
+2% +$12K 0.05% 120
2026
Q1 		$471K Buy
2,848
+44
+2% +$7.65K 0.05% 110
2025
Q4 		$450K Buy
2,804
+1,474
+111% +$228K 0.05% 126
2025
Q3 		$216K Hold
1,330
– – 0.03% 186
2025
Q2 		$242K Buy
1,330
+69
+5% +$11.8K 0.03% 157
2025
Q1 		$200K Buy
+1,261
New +$179K 0.03% 174
2023
Q4 		– Sell
-2,647
Closed -$245K – 130
2023
Q3 		$245K Buy
+2,647
New +$255K 0.07% 92

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

Quantum Financial Advisors's PM Position: Q2 2026 in Review

Quantum Financial Advisors increased its Philip Morris (PM) stake by 2.4% in Q2 2026, buying an estimated $12K and bringing the position to 2,917 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #120.

Quantum Financial Advisors first reported a position in PM in Q3 2023 and has held it in 7 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Quantum Financial Advisors held 2,917 shares of Philip Morris worth $528K as of Q2 2026.
  • Quantum Financial Advisors bought 69 Philip Morris shares in Q2 2026, an estimated $12K.
  • Philip Morris made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #120 holding.
  • Quantum Financial Advisors first reported a position in Philip Morris in Q3 2023 and has held it in 7 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.