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Sovran Advisors’s Philip Morris PM Stock Holding History

Sovran 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 		$1.76M Buy
8,803
+707
+9% +$123K 0.13% 179
2026
Q1 		$1.34M Buy
8,096
+720
+10% +$125K 0.1% 200
2025
Q4 		$1.27M Buy
7,376
+254
+4% +$39.4K 0.11% 196
2025
Q3 		$1.04M Buy
7,122
+2,491
+54% +$419K 0.09% 214
2025
Q2 		$823K Buy
4,631
+1,233
+36% +$212K 0.09% 234
2025
Q1 		$555K Buy
3,398
+979
+40% +$139K 0.07% 269
2024
Q4 		$287K Buy
+2,419
New +$305K 0.04% 345

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sovran Advisors's PM Position: Q2 2026 in Review

Sovran Advisors increased its Philip Morris (PM) stake by 8.7% in Q2 2026, buying an estimated $123K and bringing the position to 8,803 shares worth $1.76M. The position accounts for 0.13% of the portfolio, ranked #179.

Sovran Advisors first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sovran Advisors held 8,803 shares of Philip Morris worth $1.76M as of Q2 2026.
  • Sovran Advisors bought 707 Philip Morris shares in Q2 2026, an estimated $123K.
  • Philip Morris made up 0.13% of Sovran Advisors's portfolio in Q2 2026, its #179 holding.
  • Sovran Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.