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Signature Estate & Investment Advisors’s Philip Morris PM Stock Holding History

Signature Estate & 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 		$1.9M Buy
10,485
+123
+1% +$21.3K 0.03% 180
2026
Q1 		$1.71M Buy
10,362
+912
+10% +$158K 0.03% 189
2025
Q4 		$1.52M Sell
9,450
-1,281
-12% -$198K 0.03% 200
2025
Q3 		$1.74M Buy
10,731
+69
+0.6% +$11.6K 0.04% 182
2025
Q2 		$1.94M Buy
10,662
+169
+2% +$29K 0.04% 153
2025
Q1 		$1.67M Sell
10,493
-416
-4% -$58.9K 0.04% 160
2024
Q4 		$1.31M Sell
10,909
-771
-7% -$97.3K 0.03% 181
2024
Q3 		$1.42M Buy
11,680
+407
+4% +$47.3K 0.03% 164
2024
Q2 		$1.14M Buy
+11,273
New +$1.1M 0.03% 176
2023
Q4 		– Sell
-2,316
Closed -$214K – 192
2023
Q3 		$214K Buy
2,316
+31
+1% +$2.98K 0.01% 164
2023
Q2 		$223K Sell
2,285
-75
-3% -$7.17K 0.01% 165
2023
Q1 		$230K Sell
2,360
-63
-3% -$6.28K 0.01% 166
2022
Q4 		$245K Buy
+2,423
New +$229K 0.01% 163
2022
Q3 		– Sell
-2,460
Closed -$243K – 170
2022
Q2 		$243K Buy
+2,460
New +$251K 0.01% 157
2021
Q1 		– Sell
-3,203
Closed -$265K – 170
2020
Q4 		$265K Buy
+3,203
New +$249K 0.01% 139
2017
Q2 		– Sell
-2,968
Closed -$335K – 173
2017
Q1 		$335K Buy
+2,968
New +$306K 0.04% 115

Other funds holding PM

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Signature Estate & Investment Advisors's PM Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Philip Morris (PM) stake by 1.2% in Q2 2026, buying an estimated $21.3K and bringing the position to 10,485 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #180.

Signature Estate & Investment Advisors first reported a position in PM in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.94M in Q2 2025. 1,784 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Signature Estate & Investment Advisors held 10,485 shares of Philip Morris worth $1.9M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 123 Philip Morris shares in Q2 2026, an estimated $21.3K.
  • Philip Morris made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #180 holding.
  • Signature Estate & Investment Advisors first reported a position in Philip Morris in Q1 2017 and has held it in 16 quarters since.
  • Signature Estate & Investment Advisors's Philip Morris position peaked at $1.94M in Q2 2025.
  • 1,784 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.