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Benchmark Financial Wealth Advisors’s Philip Morris PM Stock Holding History

Benchmark Financial 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 		$494K Buy
2,733
+181
+7% +$31.4K 0.12% 83
2026
Q1 		$422K Buy
2,552
+89
+4% +$15.5K 0.12% 88
2025
Q4 		$395K Sell
2,463
-99
-4% -$15.3K 0.11% 85
2025
Q3 		$416K Sell
2,562
-4
-0.2% -$673 0.13% 81
2025
Q2 		$467K Buy
2,566
+54
+2% +$9.27K 0.15% 67
2025
Q1 		$399K Sell
2,512
-83
-3% -$11.8K 0.15% 70
2024
Q4 		$312K Buy
2,595
+29
+1% +$3.66K 0.1% 75
2024
Q3 		$312K Sell
2,566
-134
-5% -$15.6K 0.1% 75
2024
Q2 		$274K Buy
2,700
+20
+0.7% +$1.96K 0.1% 74
2024
Q1 		$246K Buy
2,680
+393
+17% +$36.2K 0.09% 77
2023
Q4 		$215K Buy
2,287
+22
+1% +$2.03K 0.09% 77
2023
Q3 		$210K Sell
2,265
-992
-30% -$95.5K 0.1% 65
2023
Q2 		$318K Sell
3,257
-31
-0.9% -$2.96K 0.15% 54
2023
Q1 		$320K Buy
3,288
+39
+1% +$3.89K 0.16% 48
2022
Q4 		$329K Buy
+3,249
New +$307K 0.18% 49

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

Benchmark Financial Wealth Advisors's PM Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Philip Morris (PM) stake by 7.1% in Q2 2026, buying an estimated $31.4K and bringing the position to 2,733 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #83.

Benchmark Financial Wealth Advisors first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 2,733 shares of Philip Morris worth $494K as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 181 Philip Morris shares in Q2 2026, an estimated $31.4K.
  • Philip Morris made up 0.12% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.