180 Wealth Advisors’s Philip Morris PM Stock Holding History

180 Wealth 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	$229K	Sell	1,266 -85	-6%	-$14.7K	0.02%	436
2026 Q1	$223K	Sell	1,351 -15	-1%	-$2.61K	0.03%	424
2025 Q4	$219K	Sell	1,366 -2,937	-68%	-$455K	0.02%	428
2025 Q3	$698K	Buy	4,303 +323	+8%	+$54.3K	0.09%	216
2025 Q2	$725K	Sell	3,980 -69	-2%	-$11.8K	0.1%	189
2025 Q1	$643K	Buy	+4,049	New	+$574K	0.1%	191
2021 Q3	–	Sell	-2,003	Closed	-$200K	–	397
2021 Q2	$200K	Buy	+2,003	New	+$192K	0.05%	349
2020 Q3	–	Sell	-4,645	Closed	-$349K	–	285
2020 Q2	$349K	Buy	4,645 +70	+2%	+$5.1K	0.14%	155
2020 Q1	$340K	Sell	4,575 -1,807	-28%	-$149K	0.18%	143
2019 Q4	$564K	Buy	6,382 +2,172	+52%	+$179K	0.22%	122
2019 Q3	$328K	Buy	4,210 +83	+2%	+$6.58K	0.15%	178
2019 Q2	$340K	Hold	4,127	–	–	0.15%	166
2019 Q1	$348K	Sell	4,127 -2,360	-36%	-$190K	0.16%	162
2018 Q4	$529K	Hold	6,487	–	–	0.25%	125
2018 Q3	$529K	Sell	6,487 -644	-9%	-$52.9K	0.24%	125
2018 Q2	$576K	Sell	7,131 -8,720	-55%	-$740K	0.29%	106
2018 Q1	$1.58M	Sell	15,851 -905	-5%	-$94.3K	0.82%	31
2017 Q4	$1.77M	Buy	+16,756	New	+$1.79M	0.9%	26

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

180 Wealth Advisors's PM Position: Q2 2026 in Review

180 Wealth Advisors reduced its Philip Morris (PM) stake by 6.3% in Q2 2026, selling an estimated $14.7K and leaving 1,266 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #436.

180 Wealth Advisors first reported a position in PM in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.77M in Q4 2017. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

180 Wealth Advisors held 1,266 shares of Philip Morris worth $229K as of Q2 2026.
180 Wealth Advisors sold 85 Philip Morris shares in Q2 2026, an estimated $14.7K.
Philip Morris made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #436 holding.
180 Wealth Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 18 quarters since.
180 Wealth Advisors's Philip Morris position peaked at $1.77M in Q4 2017.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.