SIAG
PM icon

Safeguard Investment Advisory Group’s Philip Morris PM Stock Holding History

Safeguard Investment Advisory Group’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 		$253K Buy
1,398
+138
+11% +$23.9K 0.06% 140
2026
Q1 		$208K Sell
1,260
-20
-2% -$3.48K 0.06% 132
2025
Q4 		$205K Buy
1,280
+30
+2% +$4.65K 0.05% 136
2025
Q3 		$203K Buy
+1,250
New +$210K 0.05% 146
2021
Q1 		– Sell
-1,020
Closed -$84K – 532
2020
Q4 		$84K Buy
+1,020
New +$79.4K 0.07% 137

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

Safeguard Investment Advisory Group's PM Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Philip Morris (PM) stake by 11% in Q2 2026, buying an estimated $23.9K and bringing the position to 1,398 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #140.

Safeguard Investment Advisory Group first reported a position in PM in Q4 2020 and has held it in 5 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Safeguard Investment Advisory Group held 1,398 shares of Philip Morris worth $253K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 138 Philip Morris shares in Q2 2026, an estimated $23.9K.
  • Philip Morris made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #140 holding.
  • Safeguard Investment Advisory Group first reported a position in Philip Morris in Q4 2020 and has held it in 5 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.