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Strategic Advisors’s Philip Morris PM Stock Holding History

Strategic 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 		$521K Buy
3,152
+1
+0% +$174 0.09% 134
2025
Q4 		$505K Buy
3,151
+32
+1% +$4.96K 0.08% 133
2025
Q3 		$506K Sell
3,119
-300
-9% -$50.5K 0.08% 133
2025
Q2 		$623K Buy
3,419
+127
+4% +$21.8K 0.12% 104
2025
Q1 		$522K Sell
3,292
-1,000
-23% -$142K 0.1% 130
2024
Q4 		$517K Buy
4,292
+200
+5% +$25.2K 0.09% 130
2024
Q3 		$497K Hold
4,092
– – 0.09% 140
2024
Q2 		$415K Hold
4,092
– – 0.08% 147
2024
Q1 		$375K Sell
4,092
-348
-8% -$32.1K 0.07% 156
2023
Q4 		$418K Buy
4,440
+194
+5% +$17.9K 0.08% 148
2023
Q3 		$393K Buy
4,246
+1,054
+33% +$101K 0.08% 148
2023
Q2 		$312K Buy
3,192
+15
+0.5% +$1.43K 0.06% 160
2023
Q1 		$309K Buy
3,177
+691
+28% +$68.9K 0.06% 164
2022
Q4 		$252K Buy
2,486
+1
+0% +$94 0.06% 168
2022
Q3 		$206K Buy
+2,485
New +$237K 0.05% 180
2021
Q4 		– Sell
-2,282
Closed -$216K – 200
2021
Q3 		$216K Hold
2,282
– – 0.05% 173
2021
Q2 		$226K Hold
2,282
– – 0.06% 155
2021
Q1 		$202K Sell
2,282
-410
-15% -$34.8K 0.06% 149
2020
Q4 		$223K Sell
2,692
-523
-16% -$40.7K 0.06% 143
2020
Q3 		$244K Sell
3,215
-707
-18% -$54.5K 0.08% 135
2020
Q2 		$298K Buy
3,922
+94
+2% +$6.85K 0.11% 117
2020
Q1 		$286K Sell
3,828
-436
-10% -$35.9K 0.12% 121
2019
Q4 		$363K Buy
4,264
+21
+0.5% +$1.73K 0.13% 131
2019
Q3 		$322K Sell
4,243
-20
-0.5% -$1.58K 0.12% 136
2019
Q2 		$334K Sell
4,263
-398
-9% -$32.9K 0.13% 129
2019
Q1 		$412K Sell
4,661
-1,113
-19% -$89.6K 0.16% 112
2018
Q4 		$385K Sell
5,774
-683
-11% -$57K 0.17% 103
2018
Q3 		$527K Sell
6,457
-375
-5% -$30.8K 0.19% 95
2018
Q2 		$552K Sell
6,832
-609
-8% -$51.7K 0.22% 93
2018
Q1 		$740K Sell
7,441
-1,000
-12% -$104K 0.31% 74
2017
Q4 		$892K Sell
8,441
-313
-4% -$33.4K 0.36% 70
2017
Q3 		$972K Buy
8,754
+34
+0.4% +$3.96K 0.42% 63
2017
Q2 		$1.02M Sell
8,720
-2,235
-20% -$259K 0.47% 64
2017
Q1 		$1.24M Buy
10,955
+136
+1% +$14K 0.58% 54
2016
Q4 		$990K Sell
10,819
-53
-0.5% -$4.91K 0.52% 65
2016
Q3 		$1.06M Sell
10,872
-24
-0.2% -$2.4K 0.59% 57
2016
Q2 		$1.11M Buy
10,896
+239
+2% +$23.8K 0.64% 56
2016
Q1 		$1.05M Buy
10,657
+329
+3% +$30.2K 0.6% 55
2015
Q4 		$908K Buy
10,328
+145
+1% +$12.6K 0.59% 58
2015
Q3 		$808K Buy
10,183
+580
+6% +$47.7K 0.56% 62
2015
Q2 		$770K Buy
9,603
+835
+10% +$68.7K 0.49% 69
2015
Q1 		$739K Buy
8,768
+1,664
+23% +$135K 0.47% 72
2014
Q4 		$579K Sell
7,104
-1,489
-17% -$128K 0.38% 88
2014
Q3 		$717K Sell
8,593
-175
-2% -$14.8K 0.47% 74
2014
Q2 		$739K Buy
+8,768
New +$755K 0.47% 72

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

Strategic Advisors's PM Position: Q1 2026 in Review

Strategic Advisors increased its Philip Morris (PM) stake by 0.03% in Q1 2026, buying an estimated $174 and bringing the position to 3,152 shares worth $521K. The position accounts for 0.09% of the portfolio, ranked #134.

Strategic Advisors first reported a position in PM in Q2 2014 and has held it in 45 quarters since. The position peaked at $1.24M in Q1 2017. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Strategic Advisors held 3,152 shares of Philip Morris worth $521K as of Q1 2026.
  • Strategic Advisors bought 1 Philip Morris share in Q1 2026, an estimated $174.
  • Philip Morris made up 0.09% of Strategic Advisors's portfolio in Q1 2026, its #134 holding.
  • Strategic Advisors first reported a position in Philip Morris in Q2 2014 and has held it in 45 quarters since.
  • Strategic Advisors's Philip Morris position peaked at $1.24M in Q1 2017.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.