Seven Mile Advisory’s Philip Morris PM Stock Holding History

Seven Mile Advisory’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	$398K	Sell	2,409 -679	-22%	-$118K	0.29%	74
2025 Q4	$495K	Sell	3,088 -1,033	-25%	-$160K	0.09%	118
2025 Q3	$668K	Buy	4,121 +811	+25%	+$136K	0.11%	99
2025 Q2	$603K	Buy	3,310 +203	+7%	+$34.9K	0.36%	48
2025 Q1	$493K	Buy	3,107 +440	+16%	+$62.3K	0.33%	57
2024 Q4	$321K	Buy	2,667 +153	+6%	+$19.3K	0.2%	97
2024 Q3	$305K	Buy	2,514 +101	+4%	+$11.7K	0.2%	105
2024 Q2	$245K	Buy	+2,413	New	+$236K	0.18%	121

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

Seven Mile Advisory's PM Position: Q1 2026 in Review

Seven Mile Advisory reduced its Philip Morris (PM) stake by 22% in Q1 2026, selling an estimated $118K and leaving 2,409 shares worth $398K. The position accounts for 0.29% of the portfolio, ranked #74.

Seven Mile Advisory first reported a position in PM in Q2 2024 and has held it in 8 quarters since. The position peaked at $668K in Q3 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Seven Mile Advisory held 2,409 shares of Philip Morris worth $398K as of Q1 2026.
Seven Mile Advisory sold 679 Philip Morris shares in Q1 2026, an estimated $118K.
Philip Morris made up 0.29% of Seven Mile Advisory's portfolio in Q1 2026, its #74 holding.
Seven Mile Advisory first reported a position in Philip Morris in Q2 2024 and has held it in 8 quarters since.
Seven Mile Advisory's Philip Morris position peaked at $668K in Q3 2025.
2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.