SageView Advisory Group’s Philip Morris PM Stock Holding History

SageView 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	$4.48M	Sell	24,736 -240	-1%	-$41.6K	0.15%	91
2026 Q1	$4.13M	Sell	24,976 -17,219	-41%	-$2.99M	0.15%	80
2025 Q4	$6.77M	Sell	42,195 -1,052	-2%	-$163K	0.23%	57
2025 Q3	$7.01M	Buy	43,247 +14,359	+50%	+$2.42M	0.24%	53
2025 Q2	$4.56M	Buy	28,888 +4,273	+17%	+$734K	0.17%	69
2025 Q1	$3.91M	Buy	24,615 +2,676	+12%	+$379K	0.17%	67
2024 Q4	$2.64M	Buy	21,939 +3,258	+17%	+$411K	0.11%	102
2024 Q3	$2.27M	Sell	18,681 -1,283	-6%	-$149K	0.12%	104
2024 Q2	$2.02M	Buy	+19,964	New	+$1.95M	0.09%	122
2024 Q1	–	Sell	-24,260	Closed	-$2.23M	–	728
2023 Q4	$2.23M	Buy	24,260 +9,528	+65%	+$878K	0.1%	127
2023 Q3	$1.36M	Sell	14,732 -1,787	-11%	-$172K	0.08%	167
2023 Q2	$1.61M	Sell	16,519 -3,179	-16%	-$304K	0.09%	142
2023 Q1	$1.92M	Buy	19,698 +4,216	+27%	+$420K	0.12%	119
2022 Q4	$1.57M	Buy	+15,482	New	+$1.46M	0.13%	114

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's PM Position: Q2 2026 in Review

SageView Advisory Group reduced its Philip Morris (PM) stake by 0.96% in Q2 2026, selling an estimated $41.6K and leaving 24,736 shares worth $4.48M. The position accounts for 0.15% of the portfolio, ranked #91.

SageView Advisory Group first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.01M in Q3 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

SageView Advisory Group held 24,736 shares of Philip Morris worth $4.48M as of Q2 2026.
SageView Advisory Group sold 240 Philip Morris shares in Q2 2026, an estimated $41.6K.
Philip Morris made up 0.15% of SageView Advisory Group's portfolio in Q2 2026, its #91 holding.
SageView Advisory Group first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Philip Morris position peaked at $7.01M in Q3 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.