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United Capital Financial Advisors’s Philip Morris PM Stock Holding History

United Capital 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
2020
Q1 		– Sell
-34
Closed -$289K – 1326
2019
Q4 		$289K Buy
+34
New +$2.8K ﹤0.01% 1149
2019
Q3 		– Sell
-4,500
Closed -$353K – 1443
2019
Q2 		$353K Buy
4,500
+1,100
+32% +$90.9K ﹤0.01% 1149
2019
Q1 		$301K Buy
+3,400
New +$274K ﹤0.01% 1122

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's PM Position: Q1 2026 in Review

United Capital Financial Advisors increased its Philip Morris (PM) stake by 2.1% in Q1 2026, buying an estimated $257K and bringing the position to 73,025 shares worth $12.1M. The position accounts for 0.07% of the portfolio, ranked #211.

United Capital Financial Advisors first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $18M in Q2 2013. 2,862 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • United Capital Financial Advisors held 73,025 shares of Philip Morris worth $12.1M as of Q1 2026.
  • United Capital Financial Advisors bought 1,480 Philip Morris shares in Q1 2026, an estimated $257K.
  • Philip Morris made up 0.07% of United Capital Financial Advisors's portfolio in Q1 2026, its #211 holding.
  • United Capital Financial Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Philip Morris position peaked at $18M in Q2 2013.
  • 2,862 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.