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Atlas Private Wealth Advisors’s Philip Morris PM Stock Holding History

Atlas Private 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 		$287K Sell
1,734
-588
-25% -$102K 0.07% 108
2025
Q4 		$372K Sell
2,322
-276
-11% -$42.8K 0.09% 99
2025
Q3 		$421K Sell
2,598
-5,688
-69% -$957K 0.1% 95
2025
Q2 		$1.51M Sell
8,286
-2,359
-22% -$405K 0.19% 64
2025
Q1 		$1.69M Sell
10,645
-8,955
-46% -$1.27M 0.24% 56
2024
Q4 		$2.36M Buy
19,600
+52
+0.3% +$6.56K 0.33% 46
2024
Q3 		$2.37M Buy
19,548
+78
+0.4% +$9.06K 0.34% 40
2024
Q2 		$1.97M Buy
19,470
+10,025
+106% +$980K 0.32% 41
2024
Q1 		$865K Sell
9,445
-9,670
-51% -$892K 0.29% 46
2023
Q4 		$1.8M Sell
19,115
-363
-2% -$33.4K 0.33% 38
2023
Q3 		$1.8M Buy
19,478
+1,281
+7% +$123K 0.34% 49
2023
Q2 		$1.78M Buy
18,197
+9,513
+110% +$909K 0.36% 52
2023
Q1 		$845K Sell
8,684
-423
-5% -$42.2K 0.39% 51
2022
Q4 		$922K Buy
9,107
+315
+4% +$29.7K 0.49% 41
2022
Q3 		$730K Sell
8,792
-603
-6% -$57.5K 0.44% 55
2022
Q2 		$928K Sell
9,395
-1,145
-11% -$117K 0.56% 40
2022
Q1 		$990K Buy
10,540
+1,693
+19% +$169K 0.44% 45
2021
Q4 		$841K Buy
8,847
+39
+0.4% +$3.65K 0.39% 62
2021
Q3 		$835K Buy
8,808
+856
+11% +$86.1K 0.44% 51
2021
Q2 		$788K Buy
7,952
+320
+4% +$30.7K 0.43% 50
2021
Q1 		$677K Buy
7,632
+1,170
+18% +$99.4K 0.38% 56
2020
Q4 		$535K Buy
6,462
+996
+18% +$77.5K 0.36% 64
2020
Q3 		$410K Buy
5,466
+477
+10% +$36.8K 0.34% 66
2020
Q2 		$349K Buy
+4,989
New +$364K 0.31% 75

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Advisors's PM Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its Philip Morris (PM) stake by 25% in Q1 2026, selling an estimated $102K and leaving 1,734 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #108.

Atlas Private Wealth Advisors first reported a position in PM in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.37M in Q3 2024. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Atlas Private Wealth Advisors held 1,734 shares of Philip Morris worth $287K as of Q1 2026.
  • Atlas Private Wealth Advisors sold 588 Philip Morris shares in Q1 2026, an estimated $102K.
  • Philip Morris made up 0.07% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #108 holding.
  • Atlas Private Wealth Advisors first reported a position in Philip Morris in Q2 2020 and has held it in 24 quarters since.
  • Atlas Private Wealth Advisors's Philip Morris position peaked at $2.37M in Q3 2024.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.