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Teamwork Financial Advisors’s Philip Morris PM Stock Holding History

Teamwork Financial 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 		$11.9M Buy
65,695
+63,317
+2,663% +$11M 1.08% 41
2026
Q1 		$393K Hold
2,378
– – 0.04% 155
2025
Q4 		$381K Sell
2,378
-350
-13% -$54.2K 0.04% 156
2025
Q3 		$443K Buy
2,728
+169
+7% +$28.4K 0.05% 144
2025
Q2 		$466K Buy
2,559
+164
+7% +$28.2K 0.05% 134
2025
Q1 		$380K Buy
2,395
+313
+15% +$44.3K 0.05% 130
2024
Q4 		$251K Buy
2,082
+62
+3% +$7.82K 0.03% 145
2024
Q3 		$245K Sell
2,020
-160
-7% -$18.6K 0.03% 140
2024
Q2 		$221K Sell
2,180
-4,928
-69% -$482K 0.03% 127
2024
Q1 		$651K Sell
7,108
-9,942
-58% -$917K 0.1% 90
2023
Q4 		$1.6M Sell
17,050
-2,416
-12% -$223K 0.28% 49
2023
Q3 		$1.8M Buy
19,466
+2,930
+18% +$282K 0.29% 56
2023
Q2 		$1.61M Sell
16,536
-2,151
-12% -$206K 0.26% 64
2023
Q1 		$1.82M Buy
18,687
+4,180
+29% +$417K 0.34% 51
2022
Q4 		$1.47M Buy
14,507
+507
+4% +$47.8K 0.3% 56
2022
Q3 		$1.16M Sell
14,000
-22,622
-62% -$2.16M 0.25% 64
2022
Q2 		$3.62M Buy
36,622
+4,655
+15% +$475K 0.79% 23
2022
Q1 		$3M Buy
31,967
+19,475
+156% +$1.95M 0.56% 45
2021
Q4 		$1.19M Buy
12,492
+9,999
+401% +$935K 0.22% 96
2021
Q3 		$236K Buy
+2,493
New +$251K 0.05% 247

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

Teamwork Financial Advisors's PM Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Philip Morris (PM) stake by 2,663% in Q2 2026, buying an estimated $11M and bringing the position to 65,695 shares worth $11.9M. The position accounts for 1.08% of the portfolio, ranked #41.

Teamwork Financial Advisors first reported a position in PM in Q3 2021 and has held it in 20 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Teamwork Financial Advisors held 65,695 shares of Philip Morris worth $11.9M as of Q2 2026.
  • Teamwork Financial Advisors bought 63,317 Philip Morris shares in Q2 2026, an estimated $11M.
  • Philip Morris made up 1.08% of Teamwork Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Teamwork Financial Advisors first reported a position in Philip Morris in Q3 2021 and has held it in 20 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.