True North Advisors’s Philip Morris PM Stock Holding History

True North 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	$711K	Buy	3,931 +27	+0.7%	+$4.68K	0.07%	148
2026 Q1	$646K	Sell	3,904 -230	-6%	-$40K	0.07%	140
2025 Q4	$663K	Buy	4,134 +384	+10%	+$59.5K	0.09%	138
2025 Q3	$608K	Buy	3,750 +903	+32%	+$152K	0.1%	116
2025 Q2	$519K	Buy	2,847 +93	+3%	+$16K	0.1%	129
2025 Q1	$437K	Buy	2,754 +501	+22%	+$71K	0.08%	144
2024 Q4	$271K	Buy	2,253 +202	+10%	+$25.5K	0.06%	155
2024 Q3	$249K	Sell	2,051 -209	-9%	-$24.3K	0.07%	161
2024 Q2	$229K	Buy	2,260 +34	+2%	+$3.32K	0.06%	178
2024 Q1	$204K	Sell	2,226 -64	-3%	-$5.9K	0.06%	189
2023 Q4	$215K	Sell	2,290 -190	-8%	-$17.5K	0.06%	177
2023 Q3	$230K	Sell	2,480 -192	-7%	-$18.5K	0.07%	175
2023 Q2	$261K	Buy	+2,672	New	+$255K	0.07%	182
2020 Q4	–	Sell	-3,133	Closed	-$234K	–	201
2020 Q3	$234K	Buy	3,133 +110	+4%	+$8.49K	0.07%	159
2020 Q2	$211K	Buy	+3,023	New	+$220K	0.05%	173
2020 Q1	–	Sell	-2,676	Closed	-$227K	–	139
2019 Q4	$227K	Buy	+2,676	New	+$221K	0.06%	99

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

True North Advisors's PM Position: Q2 2026 in Review

True North Advisors increased its Philip Morris (PM) stake by 0.69% in Q2 2026, buying an estimated $4.68K and bringing the position to 3,931 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #148.

True North Advisors first reported a position in PM in Q4 2019 and has held it in 16 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

True North Advisors held 3,931 shares of Philip Morris worth $711K as of Q2 2026.
True North Advisors bought 27 Philip Morris shares in Q2 2026, an estimated $4.68K.
Philip Morris made up 0.07% of True North Advisors's portfolio in Q2 2026, its #148 holding.
True North Advisors first reported a position in Philip Morris in Q4 2019 and has held it in 16 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.