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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PM overviewAll 13F holders of PMFull Q2 2026 holdings

Shares (Q2 2026)
8,055
Value
$1.46M
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of PM by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,055$1.46M0.1%−221−2.7%ReducedHolders
Q1 20268,276$1.37M0.1%+517+6.7%AddedHolders
Q4 20257,759$1.24M0.1%+214+2.8%AddedHolders
Q3 20257,545$1.22M0.1%+139+1.9%AddedHolders
Q2 20257,406$1.35M0.1%+669+9.9%AddedHolders
Q1 20256,737$1.07M0.1%+630+10.3%AddedHolders
Q4 20246,107$735.0K0.1%+345+6.0%AddedHolders
Q3 20245,762$699.5K0.1%+260+4.7%AddedHolders
Q2 20245,502$557.6K0.1%−39−0.7%ReducedHolders
Q1 20245,541$507.7K0.1%−10,976−66.5%ReducedHolders
Q4 202316,517$1.55M0.2%+539+3.4%AddedHolders
Q3 202315,978$1.48M0.2%+11,799+282.3%AddedHolders
Q2 20234,179$408.0K0.1%+4,179NewHolders
Q1 20230$00.0%−1,978−100.0%Sold outHolders
Q4 20221,978$200.2K0.1%+1,978NewHolders