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Roehl & Yi Investment Advisors’s Philip Morris PM Stock Holding History

Roehl & Yi 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
Q2 		$956K Buy
5,282
+97
+2% +$16.8K 0.31% 68
2026
Q1 		$857K Buy
5,185
+86
+2% +$14.9K 0.32% 65
2025
Q4 		$818K Buy
5,099
+105
+2% +$16.3K 0.32% 68
2025
Q3 		$810K Buy
4,994
+196
+4% +$33K 0.35% 61
2025
Q2 		$874K Buy
4,798
+30
+0.6% +$5.15K 0.45% 50
2025
Q1 		$757K Sell
4,768
-16
-0.3% -$2.27K 0.41% 55
2024
Q4 		$576K Buy
+4,784
New +$604K 0.32% 77

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

Roehl & Yi Investment Advisors's PM Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Philip Morris (PM) stake by 1.9% in Q2 2026, buying an estimated $16.8K and bringing the position to 5,282 shares worth $956K. The position accounts for 0.31% of the portfolio, ranked #68.

Roehl & Yi Investment 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.

  • Roehl & Yi Investment Advisors held 5,282 shares of Philip Morris worth $956K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 97 Philip Morris shares in Q2 2026, an estimated $16.8K.
  • Philip Morris made up 0.31% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Roehl & Yi Investment 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 Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.