Savvy Advisors Inc’s Philip Morris PM Stock Holding History

Savvy Advisors Inc’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	$5.49M	Buy	33,226 +6,714	+25%	+$1.17M	0.15%	113
2025 Q4	$4.25M	Buy	26,512 +8,802	+50%	+$1.36M	0.14%	115
2025 Q3	$2.87M	Buy	17,710 +617	+4%	+$104K	0.13%	113
2025 Q2	$3.11M	Buy	17,093 +3,272	+24%	+$562K	0.21%	73
2025 Q1	$2.19M	Buy	13,821 +3,576	+35%	+$507K	0.22%	78
2024 Q4	$1.23M	Buy	10,245 +4,678	+84%	+$590K	0.15%	116
2024 Q3	$676K	Buy	5,567 +1,763	+46%	+$205K	0.14%	151
2024 Q2	$385K	Buy	3,804 +1,282	+51%	+$125K	0.13%	176
2024 Q1	$231K	Buy	+2,522	New	+$233K	0.13%	195

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

Savvy Advisors Inc's PM Position: Q1 2026 in Review

Savvy Advisors Inc increased its Philip Morris (PM) stake by 25% in Q1 2026, buying an estimated $1.17M and bringing the position to 33,226 shares worth $5.49M. The position accounts for 0.15% of the portfolio, ranked #113.

Savvy Advisors Inc first reported a position in PM in Q1 2024 and has held it in 9 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Savvy Advisors Inc held 33,226 shares of Philip Morris worth $5.49M as of Q1 2026.
Savvy Advisors Inc bought 6,714 Philip Morris shares in Q1 2026, an estimated $1.17M.
Philip Morris made up 0.15% of Savvy Advisors Inc's portfolio in Q1 2026, its #113 holding.
Savvy Advisors Inc first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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