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Avion Wealth’s Philip Morris PM Stock Holding History

Avion Wealth’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 		$58K Buy
321
+88
+38% +$15.3K 0.01% 228
2026
Q1 		$38K Buy
233
+51
+28% +$8.86K 0.01% 241
2025
Q4 		$29K Sell
182
-41
-18% -$6.35K 0.01% 278
2025
Q3 		$36K Sell
223
-6
-3% -$1.01K 0.01% 255
2025
Q2 		$41K Buy
229
+97
+73% +$16.7K 0.01% 224
2025
Q1 		$15K Hold
132
– – ﹤0.01% 328
2024
Q4 		$15K Buy
132
+17
+15% +$2.15K ﹤0.01% 328
2024
Q3 		$13K Buy
115
+23
+25% +$2.67K ﹤0.01% 328
2024
Q2 		$9K Buy
92
+20
+28% +$1.96K ﹤0.01% 358
2024
Q1 		$7K Sell
72
-23
-24% -$2.12K ﹤0.01% 396
2023
Q4 		$9K Buy
95
+36
+61% +$3.32K ﹤0.01% 294
2023
Q3 		$5K Buy
59
+14
+31% +$1.35K ﹤0.01% 366
2023
Q2 		$3K Buy
+45
New +$4.3K ﹤0.01% 433

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

Avion Wealth's PM Position: Q2 2026 in Review

Avion Wealth increased its Philip Morris (PM) stake by 38% in Q2 2026, buying an estimated $15.3K and bringing the position to 321 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #228.

Avion Wealth first reported a position in PM in Q2 2023 and has held it in 13 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Avion Wealth held 321 shares of Philip Morris worth $58K as of Q2 2026.
  • Avion Wealth bought 88 Philip Morris shares in Q2 2026, an estimated $15.3K.
  • Philip Morris made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #228 holding.
  • Avion Wealth first reported a position in Philip Morris in Q2 2023 and has held it in 13 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.