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Soltis Investment Advisors’s Philip Morris PM Stock Holding History

Soltis 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 		$2.32M Sell
12,849
-258
-2% -$44.7K 0.13% 150
2026
Q1 		$2.17M Buy
13,107
+581
+5% +$101K 0.14% 145
2025
Q4 		$2.01M Buy
12,526
+270
+2% +$41.8K 0.13% 140
2025
Q3 		$1.99M Sell
12,256
-220
-2% -$37K 0.14% 138
2025
Q2 		$2.27M Buy
12,476
+9,824
+370% +$1.69M 0.18% 117
2025
Q1 		$421K Buy
2,652
+160
+6% +$22.7K 0.04% 257
2024
Q4 		$300K Buy
2,492
+222
+10% +$28K 0.03% 289
2024
Q3 		$276K Buy
2,270
+267
+13% +$31K 0.03% 291
2024
Q2 		$203K Buy
+2,003
New +$196K 0.02% 314
2024
Q1 		– Sell
-5,420
Closed -$510K – 309
2023
Q4 		$510K Sell
5,420
-382
-7% -$35.2K 0.06% 185
2023
Q3 		$537K Buy
5,802
+314
+6% +$30.2K 0.07% 167
2023
Q2 		$536K Buy
5,488
+24
+0.4% +$2.29K 0.06% 165
2023
Q1 		$531K Buy
5,464
+21
+0.4% +$2.09K 0.07% 167
2022
Q4 		$551K Buy
+5,443
New +$514K 0.07% 161
2020
Q2 		– Sell
-4,635
Closed -$338K – 190
2020
Q1 		$338K Buy
4,635
+815
+21% +$67.1K 0.11% 106
2019
Q4 		$325K Buy
+3,820
New +$315K 0.06% 113

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Soltis Investment Advisors reduced its Philip Morris (PM) stake by 2% in Q2 2026, selling an estimated $44.7K and leaving 12,849 shares worth $2.32M. The position accounts for 0.13% of the portfolio, ranked #150.

Soltis Investment Advisors first reported a position in PM in Q4 2019 and has held it in 16 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Soltis Investment Advisors held 12,849 shares of Philip Morris worth $2.32M as of Q2 2026.
  • Soltis Investment Advisors sold 258 Philip Morris shares in Q2 2026, an estimated $44.7K.
  • Philip Morris made up 0.13% of Soltis Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • Soltis Investment Advisors first reported a position in Philip Morris in Q4 2019 and has held it in 16 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.