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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
Q2 		$6.74M Buy
37,259
+4,033
+12% +$699K 0.14% 120
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Savvy Advisors Inc's PM Position: Q2 2026 in Review

Savvy Advisors Inc increased its Philip Morris (PM) stake by 12% in Q2 2026, buying an estimated $699K and bringing the position to 37,259 shares worth $6.74M. The position accounts for 0.14% of the portfolio, ranked #120.

Savvy Advisors Inc first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Savvy Advisors Inc held 37,259 shares of Philip Morris worth $6.74M as of Q2 2026.
  • Savvy Advisors Inc bought 4,033 Philip Morris shares in Q2 2026, an estimated $699K.
  • Philip Morris made up 0.14% of Savvy Advisors Inc's portfolio in Q2 2026, its #120 holding.
  • Savvy Advisors Inc first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.