Blake Schutter Theil Wealth Advisors’s Philip Morris PM Stock Holding History

Blake Schutter Theil 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	$713K	Hold	3,939	–	–	0.48%	50
2026 Q1	$651K	Sell	3,939 -3	-0.1%	-$521	0.53%	48
2025 Q4	$632K	Hold	3,942	–	–	0.52%	45
2025 Q3	$639K	Hold	3,942	–	–	0.63%	43
2025 Q2	$718K	Hold	3,942	–	–	0.81%	33
2025 Q1	$626K	Sell	3,942 -376	-9%	-$53.3K	0.71%	40
2024 Q4	$520K	Hold	4,318	–	–	0.55%	46
2024 Q3	$524K	Buy	+4,318	New	+$502K	0.38%	76

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's PM Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its Philip Morris (PM) position steady in Q2 2026 at 3,939 shares worth $713K. The position accounts for 0.48% of the portfolio, ranked #50.

Blake Schutter Theil Wealth Advisors first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $718K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 3,939 shares of Philip Morris worth $713K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.48% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Philip Morris position peaked at $718K in Q2 2025.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.