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Strategic Investment Advisors’s Philip Morris PM Stock Holding History

Strategic 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 		$2.03M Sell
11,219
-591
-5% -$102K 0.12% 83
2026
Q1 		$1.95M Buy
11,810
+9,061
+330% +$1.57M 0.13% 80
2025
Q4 		$441K Sell
2,749
-871
-24% -$135K 0.04% 178
2025
Q3 		$587K Buy
3,620
+496
+16% +$83.5K 0.05% 153
2025
Q2 		$569K Buy
+3,124
New +$536K 0.06% 148
2021
Q3 		– Sell
-15,332
Closed -$1.52M – 188
2021
Q2 		$1.52M Buy
15,332
+307
+2% +$29.5K 0.35% 62
2021
Q1 		$1.33M Sell
15,025
-2,255
-13% -$191K 0.35% 62
2020
Q4 		$1.43M Buy
17,280
+8,468
+96% +$659K 0.41% 56
2020
Q3 		$661K Sell
8,812
-505
-5% -$39K 0.22% 81
2020
Q2 		$653K Buy
9,317
+453
+5% +$33K 0.25% 74
2020
Q1 		$647K Buy
8,864
+573
+7% +$47.2K 0.3% 67
2019
Q4 		$705K Buy
8,291
+1,077
+15% +$88.8K 0.29% 67
2019
Q3 		$548K Buy
7,214
+183
+3% +$14.5K 0.26% 69
2019
Q2 		$552K Sell
7,031
-685
-9% -$56.6K 0.3% 61
2019
Q1 		$682K Buy
7,716
+1,012
+15% +$81.5K 0.47% 51
2018
Q4 		$448K Buy
+6,704
New +$560K 0.4% 57

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 $3.38T AUM 44.17% 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

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

Strategic Investment Advisors reduced its Philip Morris (PM) stake by 5% in Q2 2026, selling an estimated $102K and leaving 11,219 shares worth $2.03M. The position accounts for 0.12% of the portfolio, ranked #83.

Strategic Investment Advisors first reported a position in PM in Q4 2018 and has held it in 16 quarters since. 2,936 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Strategic Investment Advisors held 11,219 shares of Philip Morris worth $2.03M as of Q2 2026.
  • Strategic Investment Advisors sold 591 Philip Morris shares in Q2 2026, an estimated $102K.
  • Philip Morris made up 0.12% of Strategic Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • Strategic Investment Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 16 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.