Cerro Pacific Wealth Advisors’s Philip Morris PM Stock Holding History

Cerro Pacific 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	$336K	Buy	1,855 +16	+0.9%	+$2.77K	0.08%	136
2026 Q1	$304K	Sell	1,839 -22	-1%	-$3.82K	0.08%	129
2025 Q4	$298K	Sell	1,861 -23	-1%	-$3.56K	0.08%	133
2025 Q3	$306K	Sell	1,884 -279	-13%	-$46.9K	0.08%	130
2025 Q2	$394K	Sell	2,163 -380	-15%	-$65.3K	0.11%	115
2025 Q1	$306K	Sell	2,543 -16	-0.6%	-$2.27K	0.1%	127
2024 Q4	$311K	Sell	2,559 -372	-13%	-$46.9K	0.1%	125
2024 Q3	$297K	Buy	2,931 +397	+16%	+$46.1K	0.11%	126
2024 Q2	$257K	Buy	+2,534	New	+$248K	0.1%	131
2023 Q1	$208K	Buy	+2,135	New	+$213K	0.11%	141

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerro Pacific Wealth Advisors's PM Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Philip Morris (PM) stake by 0.87% in Q2 2026, buying an estimated $2.77K and bringing the position to 1,855 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #136.

Cerro Pacific Wealth Advisors first reported a position in PM in Q1 2023 and has held it in 10 quarters since. The position peaked at $394K in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Cerro Pacific Wealth Advisors held 1,855 shares of Philip Morris worth $336K as of Q2 2026.
Cerro Pacific Wealth Advisors bought 16 Philip Morris shares in Q2 2026, an estimated $2.77K.
Philip Morris made up 0.08% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Cerro Pacific Wealth Advisors first reported a position in Philip Morris in Q1 2023 and has held it in 10 quarters since.
Cerro Pacific Wealth Advisors's Philip Morris position peaked at $394K in Q2 2025.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.