United Advisor Group’s Philip Morris PM Stock Holding History

United Advisor Group’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 Q1	$2.5M	Buy	15,105 +1,319	+10%	+$229K	0.31%	85
2025 Q4	$2.21M	Buy	13,786 +1,250	+10%	+$194K	0.28%	92
2025 Q3	$2.03M	Buy	12,536 +2,099	+20%	+$353K	0.27%	89
2025 Q2	$1.9M	Buy	10,437 +289	+3%	+$49.6K	0.33%	81
2025 Q1	$1.61M	Sell	10,148 -877	-8%	-$124K	0.33%	78
2024 Q4	$1.33M	Sell	11,025 -388	-3%	-$48.9K	0.26%	92
2024 Q3	$1.39M	Buy	11,413 +1,024	+10%	+$119K	0.31%	79
2024 Q2	$1.05M	Buy	10,389 +3,780	+57%	+$370K	0.33%	76
2024 Q1	$606K	Buy	6,609 +3,342	+102%	+$308K	0.23%	101
2023 Q4	$308K	Buy	+3,267	New	+$301K	0.37%	44

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Advisor Group's PM Position: Q1 2026 in Review

United Advisor Group increased its Philip Morris (PM) stake by 9.6% in Q1 2026, buying an estimated $229K and bringing the position to 15,105 shares worth $2.5M. The position accounts for 0.31% of the portfolio, ranked #85.

United Advisor Group first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

United Advisor Group held 15,105 shares of Philip Morris worth $2.5M as of Q1 2026.
United Advisor Group bought 1,319 Philip Morris shares in Q1 2026, an estimated $229K.
Philip Morris made up 0.31% of United Advisor Group's portfolio in Q1 2026, its #85 holding.
United Advisor Group first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.