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Capital Advisors Wealth Management’s Philip Morris PM Stock Holding History

Capital Advisors Wealth Management’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 		$648K Buy
3,584
+23
+0.6% +$3.99K 0.08% 127
2026
Q1 		$589K Buy
3,561
+189
+6% +$32.8K 0.08% 121
2025
Q4 		$541K Buy
3,372
+61
+2% +$9.45K 0.07% 126
2025
Q3 		$537K Buy
3,311
+385
+13% +$64.8K 0.08% 120
2025
Q2 		$533K Sell
2,926
-79
-3% -$13.6K 0.08% 106
2025
Q1 		$477K Buy
3,005
+63
+2% +$8.92K 0.08% 107
2024
Q4 		$354K Buy
2,942
+42
+1% +$5.3K 0.06% 119
2024
Q3 		$352K Buy
2,900
+79
+3% +$9.18K 0.06% 115
2024
Q2 		$286K Buy
2,821
+31
+1% +$3.03K 0.06% 124
2024
Q1 		$256K Buy
+2,790
New +$257K 0.05% 125

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

Capital Advisors Wealth Management's PM Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Philip Morris (PM) stake by 0.65% in Q2 2026, buying an estimated $3.99K and bringing the position to 3,584 shares worth $648K. The position accounts for 0.08% of the portfolio, ranked #127.

Capital Advisors Wealth Management first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Capital Advisors Wealth Management held 3,584 shares of Philip Morris worth $648K as of Q2 2026.
  • Capital Advisors Wealth Management bought 23 Philip Morris shares in Q2 2026, an estimated $3.99K.
  • Philip Morris made up 0.08% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Capital Advisors Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.