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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
Q1 		$380K Buy
+2,300
New +$400K 0.02% 388

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Soltis Investment Advisors's PM Position: Q1 2026 in Review

Soltis Investment Advisors increased its Philip Morris (PM) stake by 4.6% in Q1 2026, buying an estimated $101K and bringing the position to 13,107 shares worth $2.17M. The position accounts for 0.14% of the portfolio, ranked #145.

Soltis Investment Advisors first reported a position in PM in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.27M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Soltis Investment Advisors held 13,107 shares of Philip Morris worth $2.17M as of Q1 2026.
  • Soltis Investment Advisors bought 581 Philip Morris shares in Q1 2026, an estimated $101K.
  • Philip Morris made up 0.14% of Soltis Investment Advisors's portfolio in Q1 2026, its #145 holding.
  • Soltis Investment Advisors first reported a position in Philip Morris in Q4 2019 and has held it in 15 quarters since.
  • Soltis Investment Advisors's Philip Morris position peaked at $2.27M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.