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World Investment Advisors’s Philip Morris PM Stock Holding History

World Investment 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 		$15.7M Sell
94,725
-23,406
-20% -$4.06M 0.26% 75
2026
Q1 		$19.5M Buy
118,131
+2,864
+2% +$498K 0.31% 61
2025
Q4 		$18.5M Buy
115,267
+34,392
+43% +$5.33M 0.3% 64
2025
Q3 		$13.1M Buy
80,875
+1,257
+2% +$211K 0.27% 77
2025
Q2 		$14.5M Buy
79,618
+8,997
+13% +$1.55M 0.33% 59
2025
Q1 		$11.2M Buy
70,621
+5,636
+9% +$798K 0.29% 76
2024
Q4 		$7.82M Buy
64,985
+14,313
+28% +$1.81M 0.21% 111
2024
Q3 		$6.15M Buy
50,672
+43,075
+567% +$5M 0.19% 128
2024
Q2 		$770K Buy
+7,597
New +$743K 0.05% 328
2024
Q1 		– Sell
-3,436
Closed -$325K – 454
2023
Q4 		$325K Buy
+3,436
New +$317K 0.04% 289

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

World Investment Advisors's PM Position: Q2 2026 in Review

World Investment Advisors reduced its Philip Morris (PM) stake by 20% in Q2 2026, selling an estimated $4.06M and leaving 94,725 shares worth $15.7M. The position accounts for 0.26% of the portfolio, ranked #75.

World Investment Advisors first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.5M in Q1 2026. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • World Investment Advisors held 94,725 shares of Philip Morris worth $15.7M as of Q2 2026.
  • World Investment Advisors sold 23,406 Philip Morris shares in Q2 2026, an estimated $4.06M.
  • Philip Morris made up 0.26% of World Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • World Investment Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • World Investment Advisors's Philip Morris position peaked at $19.5M in Q1 2026.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.