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Sage Mountain Advisors’s Philip Morris PM Stock Holding History

Sage Mountain 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 		– Sell
-12,519
Closed -$2.01M – 500
2025
Q4 		$2.01M Buy
12,519
+197
+2% +$30.5K 0.11% 103
2025
Q3 		$2M Buy
12,322
+2,950
+31% +$496K 0.11% 96
2025
Q2 		$1.71M Buy
9,372
+1,820
+24% +$313K 0.11% 84
2025
Q1 		$1.2M Buy
7,552
+307
+4% +$43.5K 0.09% 99
2024
Q4 		$872K Buy
7,245
+650
+10% +$82K 0.06% 136
2024
Q3 		$801K Buy
6,595
+1,208
+22% +$140K 0.07% 136
2024
Q2 		$546K Buy
5,387
+2,106
+64% +$206K 0.05% 167
2024
Q1 		$301K Sell
3,281
-238
-7% -$21.9K 0.03% 241
2023
Q4 		$331K Buy
3,519
+566
+19% +$52.1K 0.04% 187
2023
Q3 		$273K Buy
2,953
+414
+16% +$39.8K 0.04% 196
2023
Q2 		$248K Buy
2,539
+142
+6% +$13.6K 0.04% 207
2023
Q1 		$233K Buy
+2,397
New +$239K 0.04% 204

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

Sage Mountain Advisors's PM Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Philip Morris (PM) in Q1 2026, closing a stake of 12,519 shares — an estimated $2.01M sold.

Sage Mountain Advisors first reported a position in PM in Q1 2023 and held it in 12 quarters. The position peaked at $2.01M in Q4 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 12,519 Philip Morris shares in Q1 2026, an estimated $2.01M.
  • Sage Mountain Advisors first reported a position in Philip Morris in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Philip Morris position peaked at $2.01M in Q4 2025.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.