Trifecta Capital Advisors’s Philip Morris PM Stock Holding History

Trifecta Capital 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	$1.09K	Buy	+6	New	+$1.04K	﹤0.01%	355
2025 Q4	–	Sell	-55	Closed	-$8.92K	–	405
2025 Q3	$8.92K	Hold	55	–	–	﹤0.01%	246
2025 Q2	$10K	Hold	55	–	–	﹤0.01%	236
2025 Q1	$8.73K	Hold	55	–	–	﹤0.01%	220
2024 Q4	$6.62K	Hold	55	–	–	﹤0.01%	223
2024 Q3	$6.68K	Hold	55	–	–	﹤0.01%	232
2024 Q2	$5.57K	Hold	55	–	–	﹤0.01%	236
2024 Q1	$5.04K	Hold	55	–	–	﹤0.01%	230
2023 Q4	$5.17K	Hold	55	–	–	﹤0.01%	248
2023 Q3	$5.09K	Hold	55	–	–	﹤0.01%	239
2023 Q2	$5.37K	Hold	55	–	–	﹤0.01%	223
2023 Q1	$5.35K	Hold	55	–	–	﹤0.01%	225
2022 Q4	$5.57K	Buy	+55	New	+$5.19K	﹤0.01%	215

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trifecta Capital Advisors's PM Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Philip Morris (PM) in Q2 2026: 6 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in PM as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in PM in Q4 2022 and has held it in 13 quarters since. The position peaked at $10K in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Trifecta Capital Advisors held 6 shares of Philip Morris worth $1.09K as of Q2 2026.
Philip Morris was a new Trifecta Capital Advisors position in Q2 2026.
Philip Morris made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #355 holding.
Trifecta Capital Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Philip Morris position peaked at $10K in Q2 2025.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.