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Regal Investment Advisors’s Philip Morris PM Stock Holding History

Regal Investment 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 		$935K Sell
5,654
-864
-13% -$150K 0.05% 303
2025
Q4 		$1.05M Buy
6,518
+648
+11% +$100K 0.06% 270
2025
Q3 		$952K Buy
5,870
+554
+10% +$93.2K 0.06% 271
2025
Q2 		$968K Buy
5,316
+1,256
+31% +$216K 0.07% 241
2025
Q1 		$644K Sell
4,060
-337
-8% -$47.7K 0.05% 279
2024
Q4 		$529K Buy
4,397
+13
+0.3% +$1.64K 0.04% 315
2024
Q3 		$532K Sell
4,384
-451
-9% -$52.4K 0.04% 344
2024
Q2 		$490K Sell
4,835
-50
-1% -$4.89K 0.03% 365
2024
Q1 		$448K Buy
4,885
+252
+5% +$23.2K 0.03% 379
2023
Q4 		$436K Sell
4,633
-46
-1% -$4.24K 0.03% 355
2023
Q3 		$433K Buy
4,679
+300
+7% +$28.9K 0.04% 313
2023
Q2 		$428K Buy
4,379
+613
+16% +$58.6K 0.04% 323
2023
Q1 		$366K Buy
3,766
+286
+8% +$28.5K 0.03% 350
2022
Q4 		$352K Sell
3,480
-5
-0.1% -$472 0.03% 347
2022
Q3 		$289K Sell
3,485
-495
-12% -$47.2K 0.03% 373
2022
Q2 		$393K Buy
3,980
+539
+16% +$55K 0.04% 321
2022
Q1 		$323K Sell
3,441
-749
-18% -$74.9K 0.03% 383
2021
Q4 		$398K Buy
4,190
+92
+2% +$8.6K 0.04% 369
2021
Q3 		$388K Buy
4,098
+115
+3% +$11.6K 0.04% 365
2021
Q2 		$395K Buy
+3,983
New +$382K 0.04% 365
2021
Q1 		– Sell
-3,276
Closed -$271K – 316
2020
Q4 		$271K Buy
+3,276
New +$255K 0.03% 381
2020
Q1 		– Sell
-3,233
Closed -$275K – 232
2019
Q4 		$275K Sell
3,233
-57
-2% -$4.7K 0.05% 273
2019
Q3 		$250K Sell
3,290
-114
-3% -$9.03K 0.05% 270
2019
Q2 		$267K Buy
3,404
+458
+16% +$37.8K 0.05% 262
2019
Q1 		$260K Sell
2,946
-1,563
-35% -$126K 0.05% 261
2018
Q4 		$301K Buy
4,509
+1,662
+58% +$139K 0.07% 244
2018
Q3 		$232K Buy
+2,847
New +$234K 0.05% 277
2018
Q2 		– Sell
-3,784
Closed -$376K – 302
2018
Q1 		$376K Sell
3,784
-100
-3% -$10.4K 0.08% 203
2017
Q4 		$410K Buy
3,884
+204
+6% +$21.7K 0.09% 195
2017
Q3 		$409K Buy
3,680
+117
+3% +$13.6K 0.1% 190
2017
Q2 		$419K Buy
3,563
+23
+0.6% +$2.66K 0.1% 183
2017
Q1 		$400K Buy
3,540
+463
+15% +$47.8K 0.1% 184
2016
Q4 		$281K Sell
3,077
-210
-6% -$19.5K 0.08% 208
2016
Q3 		$320K Buy
3,287
+412
+14% +$41.3K 0.09% 197
2016
Q2 		$292K Sell
2,875
-229
-7% -$22.8K 0.08% 201
2016
Q1 		$305K Sell
3,104
-345
-10% -$31.6K 0.08% 196
2015
Q4 		$303K Sell
3,449
-33,901
-91% -$2.94M 0.08% 200
2015
Q3 		$2.96M Buy
37,350
+2,433
+7% +$200K 0.77% 33
2015
Q2 		$2.8M Buy
34,917
+2,224
+7% +$183K 0.76% 44
2015
Q1 		$2.46M Buy
32,693
+4,591
+16% +$373K 0.61% 61
2014
Q4 		$2.29M Buy
28,102
+1,040
+4% +$89.3K 0.61% 56
2014
Q3 		$2.26M Buy
27,062
+1,782
+7% +$151K 0.68% 49
2014
Q2 		$2.13M Buy
25,280
+24,091
+2,026% +$2.07M 0.76% 48
2014
Q1 		$97K Buy
1,189
+329
+38% +$26.6K 0.04% 265
2013
Q4 		$75K Sell
860
-356
-29% -$31.1K 0.04% 242
2013
Q3 		$105K Sell
1,216
-195
-14% -$17K 0.06% 232
2013
Q2 		$123K Buy
+1,411
New +$131K 0.07% 203

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

Regal Investment Advisors's PM Position: Q1 2026 in Review

Regal Investment Advisors reduced its Philip Morris (PM) stake by 13% in Q1 2026, selling an estimated $150K and leaving 5,654 shares worth $935K. The position accounts for 0.05% of the portfolio, ranked #303.

Regal Investment Advisors first reported a position in PM in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.96M in Q3 2015. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Regal Investment Advisors held 5,654 shares of Philip Morris worth $935K as of Q1 2026.
  • Regal Investment Advisors sold 864 Philip Morris shares in Q1 2026, an estimated $150K.
  • Philip Morris made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #303 holding.
  • Regal Investment Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 47 quarters since.
  • Regal Investment Advisors's Philip Morris position peaked at $2.96M in Q3 2015.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.