AmeriServ Wealth Advisors’s Philip Morris PM Stock Holding History

AmeriServ 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 Q1	$272K	Buy	1,647 +219	+15%	+$38.1K	0.17%	50
2025 Q4	$229K	Buy	1,428 +36	+3%	+$5.58K	0.13%	57
2025 Q3	$226K	Hold	1,392	–	–	0.11%	56
2025 Q2	$254K	Hold	1,392	–	–	0.13%	50
2025 Q1	$221K	Buy	+1,392	New	+$197K	0.13%	57
2021 Q3	–	Sell	-2,076	Closed	-$206K	–	67
2021 Q2	$206K	Sell	2,076 -245	-11%	-$23.5K	0.16%	67
2021 Q1	$206K	Buy	+2,321	New	+$197K	0.18%	63
2019 Q3	$324K	Buy	4,261 +375	+10%	+$29.7K	0.44%	44
2019 Q2	$305K	Sell	3,886 -80	-2%	-$6.61K	0.4%	50
2019 Q1	$351K	Sell	3,966 -232	-6%	-$18.7K	0.73%	44
2018 Q4	$280K	Sell	4,198 -10	-0.2%	-$835	0.71%	50
2018 Q3	$343K	Hold	4,208	–	–	0.43%	50
2018 Q2	$340K	Sell	4,208 -112	-3%	-$9.51K	0.46%	48
2018 Q1	$429K	Hold	4,320	–	–	0.49%	42
2017 Q4	$444K	Buy	+4,320	New	+$460K	0.43%	42
2016 Q4	–	Sell	-4,009	Closed	-$390K	–	66
2016 Q3	$390K	Buy	+4,009	New	+$402K	0.49%	45
2015 Q4	–	Sell	-4,860	Closed	-$386K	–	50
2015 Q3	$386K	Sell	4,860 -325	-6%	-$26.7K	0.74%	33
2015 Q2	$416K	Sell	5,185 -3,640	-41%	-$299K	0.48%	46
2015 Q1	$665K	Hold	8,825	–	–	0.77%	31
2014 Q4	$719K	Hold	8,825	–	–	0.7%	34
2014 Q3	$736K	Sell	8,825 -5,260	-37%	-$445K	1.27%	21
2014 Q2	$1.19M	Sell	14,085 -518	-4%	-$44.6K	1.28%	11
2014 Q1	$1.2M	Sell	14,603 -9,470	-39%	-$765K	1.2%	13
2013 Q4	$2.1M	Sell	24,073 -2,143	-8%	-$187K	1.25%	15
2013 Q3	$2.27M	Sell	26,216 -453	-2%	-$39.6K	1.45%	7
2013 Q2	$2.31M	Buy	+26,669	New	+$2.48M	1.49%	8

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AmeriServ Wealth Advisors's PM Position: Q1 2026 in Review

AmeriServ Wealth Advisors increased its Philip Morris (PM) stake by 15% in Q1 2026, buying an estimated $38.1K and bringing the position to 1,647 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #50.

AmeriServ Wealth Advisors first reported a position in PM in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.31M in Q2 2013. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

AmeriServ Wealth Advisors held 1,647 shares of Philip Morris worth $272K as of Q1 2026.
AmeriServ Wealth Advisors bought 219 Philip Morris shares in Q1 2026, an estimated $38.1K.
Philip Morris made up 0.17% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #50 holding.
AmeriServ Wealth Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 26 quarters since.
AmeriServ Wealth Advisors's Philip Morris position peaked at $2.31M in Q2 2013.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.