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Aaron Wealth Advisors’s Philip Morris PM Stock Holding History

Aaron 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 		$3.38M Sell
18,682
-67
-0.4% -$11.6K 0.17% 75
2026
Q1 		$3.1M Sell
18,749
-2,169
-10% -$377K 0.18% 76
2025
Q4 		$3.36M Buy
20,918
+5,107
+32% +$791K 0.18% 75
2025
Q3 		$2.56M Buy
15,811
+6,644
+72% +$1.12M 0.15% 80
2025
Q2 		$1.67M Buy
9,167
+764
+9% +$131K 0.17% 79
2025
Q1 		$1.33M Buy
8,403
+1,019
+14% +$144K 0.15% 96
2024
Q4 		$889K Buy
7,384
+986
+15% +$124K 0.1% 131
2024
Q3 		$777K Buy
6,398
+1,467
+30% +$170K 0.09% 138
2024
Q2 		$500K Buy
4,931
+191
+4% +$18.7K 0.07% 165
2024
Q1 		$434K Buy
4,740
+1,261
+36% +$116K 0.06% 170
2023
Q4 		$327K Buy
3,479
+16
+0.5% +$1.47K 0.05% 180
2023
Q3 		$321K Buy
3,463
+337
+11% +$32.4K 0.04% 188
2023
Q2 		$305K Sell
3,126
-228
-7% -$21.8K 0.04% 204
2023
Q1 		$326K Buy
3,354
+748
+29% +$74.5K 0.04% 198
2022
Q4 		$264K Buy
+2,606
New +$246K 0.04% 207
2022
Q2 		– Sell
-578
Closed -$54.3K – 668
2022
Q1 		$54.3K Buy
+578
New +$57.8K 0.01% 411

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

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

Aaron Wealth Advisors reduced its Philip Morris (PM) stake by 0.36% in Q2 2026, selling an estimated $11.6K and leaving 18,682 shares worth $3.38M. The position accounts for 0.17% of the portfolio, ranked #75.

Aaron Wealth Advisors first reported a position in PM in Q1 2022 and has held it in 16 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Aaron Wealth Advisors held 18,682 shares of Philip Morris worth $3.38M as of Q2 2026.
  • Aaron Wealth Advisors sold 67 Philip Morris shares in Q2 2026, an estimated $11.6K.
  • Philip Morris made up 0.17% of Aaron Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Aaron Wealth Advisors first reported a position in Philip Morris in Q1 2022 and has held it in 16 quarters since.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.