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Advus Financial Partners, LLC’s Philip Morris PM Stock Holding History

Advus Financial Partners, LLC’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 		$518K Sell
2,866
-253
-8% -$43.9K 0.12% 126
2026
Q1 		$516K Buy
3,119
+126
+4% +$21.9K 0.13% 118
2025
Q4 		$480K Sell
2,993
-1,494
-33% -$231K 0.12% 123
2025
Q3 		$728K Sell
4,487
-705
-14% -$119K 0.17% 90
2025
Q2 		$946K Buy
5,192
+972
+23% +$167K 0.24% 68
2025
Q1 		$670K Buy
4,220
+501
+13% +$71K 0.19% 80
2024
Q4 		$448K Buy
3,719
+121
+3% +$15.3K 0.13% 115
2024
Q3 		$437K Buy
3,598
+606
+20% +$70.4K 0.12% 113
2024
Q2 		$303K Buy
2,992
+112
+4% +$11K 0.09% 143
2024
Q1 		$264K Sell
2,880
-1,393
-33% -$128K 0.08% 161
2023
Q4 		$402K Buy
4,273
+287
+7% +$26.4K 0.14% 98
2023
Q3 		$369K Buy
3,986
+26
+0.7% +$2.5K 0.15% 91
2023
Q2 		$387K Buy
3,960
+990
+33% +$94.6K 0.15% 87
2023
Q1 		$289K Sell
2,970
-197
-6% -$19.6K 0.12% 105
2022
Q4 		$321K Sell
3,167
-271
-8% -$25.6K 0.14% 99
2022
Q3 		$285K Buy
3,438
+24
+0.7% +$2.29K 0.15% 93
2022
Q2 		$337K Buy
3,414
+804
+31% +$82K 0.18% 81
2022
Q1 		$245K Buy
+2,610
New +$261K 0.13% 103
2021
Q3 		$214K Buy
+2,248
New +$226K 0.12% 100

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

Advus Financial Partners, LLC's PM Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Philip Morris (PM) stake by 8.1% in Q2 2026, selling an estimated $43.9K and leaving 2,866 shares worth $518K. The position accounts for 0.12% of the portfolio, ranked #126.

Advus Financial Partners, LLC first reported a position in PM in Q3 2021 and has held it in 19 quarters since. The position peaked at $946K in Q2 2025. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Advus Financial Partners, LLC held 2,866 shares of Philip Morris worth $518K as of Q2 2026.
  • Advus Financial Partners, LLC sold 253 Philip Morris shares in Q2 2026, an estimated $43.9K.
  • Philip Morris made up 0.12% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #126 holding.
  • Advus Financial Partners, LLC first reported a position in Philip Morris in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Philip Morris position peaked at $946K in Q2 2025.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.