Avidian Wealth Enterprises’s Philip Morris PM Stock Holding History

Avidian Wealth Enterprises’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	$4.6M	Buy	25,407 +1,091	+4%	+$189K	0.13%	119
2026 Q1	$4.02M	Buy	24,316 +19,548	+410%	+$3.4M	0.13%	116
2025 Q4	$765K	Buy	4,768 +523	+12%	+$81K	0.03%	278
2025 Q3	$688K	Buy	4,245 +167	+4%	+$28.1K	0.03%	293
2025 Q2	$743K	Buy	4,078 +365	+10%	+$62.7K	0.03%	251
2025 Q1	$589K	Sell	3,713 -1,045	-22%	-$148K	0.03%	281
2024 Q4	$573K	Sell	4,758 -1,379	-22%	-$174K	0.03%	273
2024 Q3	$745K	Buy	6,137 +2,287	+59%	+$266K	0.03%	230
2024 Q2	$390K	Buy	+3,850	New	+$376K	0.02%	334
2023 Q2	–	Sell	-5,405	Closed	-$526K	–	470
2023 Q1	$526K	Buy	5,405 +32	+0.6%	+$3.19K	0.03%	287
2022 Q4	$544K	Buy	5,373 +1,222	+29%	+$115K	0.04%	263
2022 Q3	$345K	Buy	4,151 +148	+4%	+$14.1K	0.02%	299
2022 Q2	$395K	Buy	4,003 +12	+0.3%	+$1.22K	0.03%	299
2022 Q1	$375K	Sell	3,991 -990	-20%	-$99K	0.02%	354
2021 Q4	$473K	Buy	4,981 +576	+13%	+$53.8K	0.03%	312
2021 Q3	$418K	Buy	4,405 +1,281	+41%	+$129K	0.03%	241
2021 Q2	$310K	Sell	3,124 -10	-0.3%	-$959	0.02%	303
2021 Q1	$278K	Sell	3,134 -20	-0.6%	-$1.7K	0.02%	298
2020 Q4	$261K	Buy	3,154 +3	+0.1%	+$234	0.02%	273
2020 Q3	$236K	Buy	3,151 +66	+2%	+$5.09K	0.03%	247
2020 Q2	$216K	Sell	3,085 -135	-4%	-$9.84K	0.03%	235
2020 Q1	$235K	Sell	3,220 -29	-0.9%	-$2.39K	0.04%	175
2019 Q4	$276K	Buy	3,249 +302	+10%	+$24.9K	0.04%	186
2019 Q3	$224K	Sell	2,947 -362	-11%	-$28.7K	0.04%	174
2019 Q2	$260K	Sell	3,309 -104	-3%	-$8.59K	0.06%	124
2019 Q1	$302K	Sell	3,413 -83	-2%	-$6.68K	0.07%	96
2018 Q4	$233K	Buy	3,496 +12	+0.3%	+$1K	0.08%	80
2018 Q3	$284K	Sell	3,484 -1,446	-29%	-$119K	0.09%	85
2018 Q2	$398K	Sell	4,930 -17	-0.3%	-$1.44K	0.13%	62
2018 Q1	$492K	Sell	4,947 -1,096	-18%	-$114K	0.16%	51
2017 Q4	$638	Buy	6,043 +12	+0.2%	+$1.28K	0.17%	41
2017 Q3	$670K	Buy	6,031 +27	+0.4%	+$3.14K	0.26%	33
2017 Q2	$705K	Buy	6,004 +1,462	+32%	+$169K	0.29%	25
2017 Q1	$513K	Buy	4,542 +2,054	+83%	+$212K	0.2%	35
2016 Q4	$228K	Buy	2,488 +27	+1%	+$2.5K	0.1%	72
2016 Q3	$239K	Hold	2,461	–	–	0.1%	65
2016 Q2	$250	Hold	2,461	–	–	0.09%	60
2016 Q1	$241K	Buy	2,461 +19	+0.8%	+$1.74K	0.13%	63
2015 Q4	$215K	Buy	+2,442	New	+$212K	0.1%	40

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avidian Wealth Enterprises's PM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Philip Morris (PM) stake by 4.5% in Q2 2026, buying an estimated $189K and bringing the position to 25,407 shares worth $4.6M. The position accounts for 0.13% of the portfolio, ranked #119.

Avidian Wealth Enterprises first reported a position in PM in Q4 2015 and has held it in 39 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Avidian Wealth Enterprises held 25,407 shares of Philip Morris worth $4.6M as of Q2 2026.
Avidian Wealth Enterprises bought 1,091 Philip Morris shares in Q2 2026, an estimated $189K.
Philip Morris made up 0.13% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #119 holding.
Avidian Wealth Enterprises first reported a position in Philip Morris in Q4 2015 and has held it in 39 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.