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 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 $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sand Hill Global Advisors's PM Position: Q1 2026 in Review

Sand Hill Global Advisors increased its Philip Morris (PM) stake by 5.6% in Q1 2026, buying an estimated $17.9K and bringing the position to 1,958 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #164.

Sand Hill Global Advisors first reported a position in PM in Q4 2020 and has held it in 14 quarters since. The position peaked at $356K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Sand Hill Global Advisors held 1,958 shares of Philip Morris worth $324K as of Q1 2026.
Sand Hill Global Advisors bought 103 Philip Morris shares in Q1 2026, an estimated $17.9K.
Philip Morris made up 0.01% of Sand Hill Global Advisors's portfolio in Q1 2026, its #164 holding.
Sand Hill Global Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 14 quarters since.
Sand Hill Global Advisors's Philip Morris position peaked at $356K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.