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Adams Wealth Management’s Philip Morris PM Stock Holding History

Adams Wealth Management’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 		$674K Buy
3,726
+313
+9% +$54.3K 0.13% 95
2026
Q1 		$564K Buy
3,413
+123
+4% +$21.4K 0.12% 87
2025
Q4 		$528K Sell
3,290
-3
-0.1% -$465 0.11% 90
2025
Q3 		$534K Sell
3,293
-237
-7% -$39.9K 0.11% 88
2025
Q2 		$643K Sell
3,530
-2,440
-41% -$419K 0.12% 82
2025
Q1 		$948K Sell
5,970
-675
-10% -$95.6K 0.19% 70
2024
Q4 		$800K Buy
6,645
+666
+11% +$84K 0.15% 72
2024
Q3 		$726K Sell
5,979
-834
-12% -$96.9K 0.16% 72
2024
Q2 		$690K Sell
6,813
-1,820
-21% -$178K 0.16% 66
2024
Q1 		$791K Sell
8,633
-190
-2% -$17.5K 0.19% 67
2023
Q4 		$830K Sell
8,823
-108
-1% -$9.95K 0.25% 63
2023
Q3 		$827K Buy
8,931
+665
+8% +$64K 0.28% 61
2023
Q2 		$807K Buy
8,266
+289
+4% +$27.6K 0.25% 66
2023
Q1 		$776K Buy
7,977
+1,226
+18% +$122K 0.25% 70
2022
Q4 		$683K Buy
6,751
+651
+11% +$61.4K 0.24% 67
2022
Q3 		$506K Sell
6,100
-596
-9% -$56.8K 0.19% 61
2022
Q2 		$661K Sell
6,696
-133
-2% -$13.6K 0.25% 39
2022
Q1 		$642K Sell
6,829
-216
-3% -$21.6K 0.21% 40
2021
Q4 		$669K Sell
7,045
-886
-11% -$82.8K 0.2% 45
2021
Q3 		$752K Sell
7,931
-1,219
-13% -$123K 0.28% 36
2021
Q2 		$907K Sell
9,150
-324
-3% -$31.1K 0.39% 30
2021
Q1 		$841K Buy
9,474
+289
+3% +$24.5K 0.39% 36
2020
Q4 		$760K Sell
9,185
-324
-3% -$25.2K 0.48% 33
2020
Q3 		$713K Sell
9,509
-253
-3% -$19.5K 0.56% 34
2020
Q2 		$684K Buy
9,762
+880
+10% +$64.2K 0.7% 32
2020
Q1 		$648K Sell
8,882
-28
-0.3% -$2.3K 0.81% 29
2019
Q4 		$758K Buy
+8,910
New +$734K 0.64% 46

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

Adams Wealth Management's PM Position: Q2 2026 in Review

Adams Wealth Management increased its Philip Morris (PM) stake by 9.2% in Q2 2026, buying an estimated $54.3K and bringing the position to 3,726 shares worth $674K. The position accounts for 0.13% of the portfolio, ranked #95.

Adams Wealth Management first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $948K in Q1 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Adams Wealth Management held 3,726 shares of Philip Morris worth $674K as of Q2 2026.
  • Adams Wealth Management bought 313 Philip Morris shares in Q2 2026, an estimated $54.3K.
  • Philip Morris made up 0.13% of Adams Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Adams Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • Adams Wealth Management's Philip Morris position peaked at $948K in Q1 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.