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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
Q2 		$273K Sell
1,512
-222
-13% -$38.5K 0.06% 119
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 $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 $3.38T AUM 44.17% 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

Atlas Private Wealth Advisors's PM Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Philip Morris (PM) stake by 13% in Q2 2026, selling an estimated $38.5K and leaving 1,512 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #119.

Atlas Private Wealth Advisors first reported a position in PM in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.37M in Q3 2024. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Atlas Private Wealth Advisors held 1,512 shares of Philip Morris worth $273K as of Q2 2026.
  • Atlas Private Wealth Advisors sold 222 Philip Morris shares in Q2 2026, an estimated $38.5K.
  • Philip Morris made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Atlas Private Wealth Advisors first reported a position in Philip Morris in Q2 2020 and has held it in 25 quarters since.
  • Atlas Private Wealth Advisors's Philip Morris position peaked at $2.37M in Q3 2024.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.