UAG
PM icon

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
Q2 		$2.78M Buy
15,353
+248
+2% +$43K 0.29% 92
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
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

United Advisor Group's PM Position: Q2 2026 in Review

United Advisor Group increased its Philip Morris (PM) stake by 1.6% in Q2 2026, buying an estimated $43K and bringing the position to 15,353 shares worth $2.78M. The position accounts for 0.29% of the portfolio, ranked #92.

United Advisor Group first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • United Advisor Group held 15,353 shares of Philip Morris worth $2.78M as of Q2 2026.
  • United Advisor Group bought 248 Philip Morris shares in Q2 2026, an estimated $43K.
  • Philip Morris made up 0.29% of United Advisor Group's portfolio in Q2 2026, its #92 holding.
  • United Advisor Group first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.