Sanctuary Advisors’s Philip Morris PM Stock Holding History

Sanctuary 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	$48.2M	Sell	266,459 -51,176	-16%	-$8.88M	0.22%	90
2026 Q1	$52.5M	Buy	317,635 +26,165	+9%	+$4.55M	0.28%	70
2025 Q4	$46.8M	Buy	291,470 +7,113	+3%	+$1.1M	0.26%	72
2025 Q3	$46.1M	Buy	284,357 +16,937	+6%	+$2.85M	0.26%	69
2025 Q2	$48.7M	Buy	267,420 +36,920	+16%	+$6.34M	0.3%	63
2025 Q1	$36.6M	Buy	230,500 +10,085	+5%	+$1.43M	0.26%	79
2024 Q4	$28.7M	Sell	220,415 -18,981	-8%	-$2.39M	0.18%	117
2024 Q3	$31.1M	Buy	239,396 +51,251	+27%	+$5.95M	0.2%	106
2024 Q2	$17.9M	Buy	+188,145	New	+$18.4M	0.13%	160

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

Sanctuary Advisors's PM Position: Q2 2026 in Review

Sanctuary Advisors reduced its Philip Morris (PM) stake by 16% in Q2 2026, selling an estimated $8.88M and leaving 266,459 shares worth $48.2M. The position accounts for 0.22% of the portfolio, ranked #90.

Sanctuary Advisors first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $52.5M in Q1 2026. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Sanctuary Advisors held 266,459 shares of Philip Morris worth $48.2M as of Q2 2026.
Sanctuary Advisors sold 51,176 Philip Morris shares in Q2 2026, an estimated $8.88M.
Philip Morris made up 0.22% of Sanctuary Advisors's portfolio in Q2 2026, its #90 holding.
Sanctuary Advisors first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Philip Morris position peaked at $52.5M in Q1 2026.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.