Sand Hill Global Advisors’s Philip Morris PM Stock Holding History

Sand Hill Global 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	$397K	Buy	2,194 +236	+12%	+$40.9K	0.01%	170
2026 Q1	$324K	Buy	1,958 +103	+6%	+$17.9K	0.01%	164
2025 Q4	$298K	Buy	1,855 +63	+4%	+$9.76K	0.01%	169
2025 Q3	$291K	Sell	1,792 -165	-8%	-$27.8K	0.01%	171
2025 Q2	$356K	Buy	1,957 +177	+10%	+$30.4K	0.01%	161
2025 Q1	$283K	Hold	1,780	–	–	0.01%	167
2024 Q4	$214K	Hold	1,780	–	–	0.01%	183
2024 Q3	$216K	Buy	+1,780	New	+$207K	0.01%	190
2022 Q3	–	Sell	-2,487	Closed	-$246K	–	161
2022 Q2	$246K	Buy	2,487 +111	+5%	+$11.3K	0.01%	144
2022 Q1	$223K	Sell	2,376 -7	-0.3%	-$700	0.01%	146
2021 Q4	$226K	Hold	2,383	–	–	0.01%	150
2021 Q3	$226K	Sell	2,383 -267	-10%	-$26.9K	0.01%	145
2021 Q2	$263K	Sell	2,650 -648	-20%	-$62.2K	0.02%	134
2021 Q1	$293K	Buy	3,298 +100	+3%	+$8.49K	0.02%	114
2020 Q4	$265K	Buy	+3,198	New	+$249K	0.02%	123

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

Sand Hill Global Advisors's PM Position: Q2 2026 in Review

Sand Hill Global Advisors increased its Philip Morris (PM) stake by 12% in Q2 2026, buying an estimated $40.9K and bringing the position to 2,194 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #170.

Sand Hill Global Advisors first reported a position in PM in Q4 2020 and has held it in 15 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Sand Hill Global Advisors held 2,194 shares of Philip Morris worth $397K as of Q2 2026.
Sand Hill Global Advisors bought 236 Philip Morris shares in Q2 2026, an estimated $40.9K.
Philip Morris made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #170 holding.
Sand Hill Global Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 15 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.