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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
Q3 		$688K Buy
3,604
+20
+0.6% +$3.78K 0.08% 127
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Capital Advisors Wealth Management's PM Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Philip Morris (PM) stake by 0.56% in Q3 2026, buying an estimated $3.78K and bringing the position to 3,604 shares worth $688K. 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 11 quarters since. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Capital Advisors Wealth Management held 3,604 shares of Philip Morris worth $688K as of Q3 2026.
  • Capital Advisors Wealth Management bought 20 Philip Morris shares in Q3 2026, an estimated $3.78K.
  • Philip Morris made up 0.08% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Capital Advisors Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 11 quarters since.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.