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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 $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

Summit Trail Advisors's PM Position: Q2 2026 in Review

Summit Trail Advisors reduced its Philip Morris (PM) stake by 5.5% in Q2 2026, selling an estimated $712K and leaving 69,913 shares worth $12.6M. The position accounts for 0.16% of the portfolio, ranked #81.

Summit Trail Advisors first reported a position in PM in Q4 2017 and has held it in 27 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Summit Trail Advisors held 69,913 shares of Philip Morris worth $12.6M as of Q2 2026.
  • Summit Trail Advisors sold 4,108 Philip Morris shares in Q2 2026, an estimated $712K.
  • Philip Morris made up 0.16% of Summit Trail Advisors's portfolio in Q2 2026, its #81 holding.
  • Summit Trail Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 27 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.