Skyline Advisors’s Philip Morris PM Stock Holding History

Skyline 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 Q1	$770K	Sell	4,660 -27	-0.6%	-$4.69K	0.27%	55
2025 Q4	$752K	Buy	4,687 +31	+0.7%	+$4.8K	0.25%	44
2025 Q3	$755K	Buy	4,656 +2	+0%	+$336	0.26%	40
2025 Q2	$848K	Sell	4,654 -210	-4%	-$36.1K	0.31%	39
2025 Q1	$772K	Buy	4,864 +5	+0.1%	+$708	0.3%	37
2024 Q4	$585K	Sell	4,859 -71	-1%	-$8.96K	0.23%	45
2024 Q3	$598K	Buy	4,930 +81	+2%	+$9.41K	0.25%	41
2024 Q2	$491K	Buy	4,849 +6	+0.1%	+$587	0.21%	45
2024 Q1	$444K	Buy	4,843 +6	+0.1%	+$553	0.2%	46
2023 Q4	$455K	Buy	+4,837	New	+$446K	0.22%	42

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

Skyline Advisors's PM Position: Q1 2026 in Review

Skyline Advisors reduced its Philip Morris (PM) stake by 0.58% in Q1 2026, selling an estimated $4.69K and leaving 4,660 shares worth $770K. The position accounts for 0.27% of the portfolio, ranked #55.

Skyline Advisors first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $848K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Skyline Advisors held 4,660 shares of Philip Morris worth $770K as of Q1 2026.
Skyline Advisors sold 27 Philip Morris shares in Q1 2026, an estimated $4.69K.
Philip Morris made up 0.27% of Skyline Advisors's portfolio in Q1 2026, its #55 holding.
Skyline Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Skyline Advisors's Philip Morris position peaked at $848K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.