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SeaBridge Investment Advisors’s Philip Morris PM Stock Holding History

SeaBridge Investment 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 		$328K Hold
1,814
– – 0.05% 160
2026
Q1 		$300K Hold
1,814
– – 0.05% 160
2025
Q4 		$291K Sell
1,814
-81
-4% -$12.5K 0.05% 169
2025
Q3 		$307K Sell
1,895
-95
-5% -$16K 0.05% 170
2025
Q2 		$362K Hold
1,990
– – 0.07% 158
2025
Q1 		$316K Sell
1,990
-500
-20% -$70.8K 0.07% 159
2024
Q4 		$300K Buy
+2,490
New +$314K 0.06% 171

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SeaBridge Investment Advisors's PM Position: Q2 2026 in Review

SeaBridge Investment Advisors held its Philip Morris (PM) position steady in Q2 2026 at 1,814 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #160.

SeaBridge Investment Advisors first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $362K in Q2 2025. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • SeaBridge Investment Advisors held 1,814 shares of Philip Morris worth $328K as of Q2 2026.
  • SeaBridge Investment Advisors left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.05% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • SeaBridge Investment Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • SeaBridge Investment Advisors's Philip Morris position peaked at $362K in Q2 2025.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.