Fund Advisors of America Inc/FL PM — PHILIP MORRIS INTL INC

Ownership history in Fund Advisors of America Inc/FL  ·  3 quarters on record

AI Ownership Summary

Fund Advisors of America Inc/FL reported PHILIP MORRIS INTL INC (PM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.92% in 2026 Q1. The latest visible filing shows PM at 0.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fund Advisors of America Inc/FL's position in PHILIP MORRIS INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PM was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fund Advisors of America Inc/FL held PM — position size vs. price
% of Fund (quarterly)    PM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 6.1% +7.1% ❌ 5,175 -334 -6.1% 0.85% $936K 2026-08-11 $184.64
2026 Q1 REDUCED 11.0% +11.5% ❌ 5,509 -683 -11.0% 0.92% $911K 2026-05-13 $184.78
2025 Q4 INITIATED — — — 6,192 — — 0.91% $993K 2026-03-13 $170.23

FAQ About Fund Advisors of America Inc/FL and PM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fund Advisors of America Inc/FL reported owning PM?

Fund Advisors of America Inc/FL reported PM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported PM position in Fund Advisors of America Inc/FL's portfolio?

The largest reported portfolio weight for PM was 0.92% in 2026 Q1.

What is the latest reported PM position on this page?

The most recent filing on this page is 2026 Q2, when Fund Advisors of America Inc/FL reported 5,175 shares, equal to 0.85% of portfolio, with an estimated market value of $936K.

What does the chart on this PM ownership page compare?

The chart compares Fund Advisors of America Inc/FL's quarterly PM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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