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Summit Trail Advisors’s Philip Morris PM Stock Holding History

Summit Trail 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
2025
Q4 		– Hold
0
– -$446K – 1358
2025
Q3 		– Hold
0
– – – 1109

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

Summit Trail Advisors's PM Position: Q1 2026 in Review

Summit Trail Advisors increased its Philip Morris (PM) stake by 7.5% in Q1 2026, buying an estimated $893K and bringing the position to 74,021 shares worth $12.2M. The position accounts for 0.18% of the portfolio, ranked #68.

Summit Trail Advisors first reported a position in PM in Q4 2017 and has held it in 26 quarters since. The position peaked at $12.5M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Summit Trail Advisors held 74,021 shares of Philip Morris worth $12.2M as of Q1 2026.
  • Summit Trail Advisors bought 5,141 Philip Morris shares in Q1 2026, an estimated $893K.
  • Philip Morris made up 0.18% of Summit Trail Advisors's portfolio in Q1 2026, its #68 holding.
  • Summit Trail Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 26 quarters since.
  • Summit Trail Advisors's Philip Morris position peaked at $12.5M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.