Consilio Wealth Advisors’s Philip Morris PM Stock Holding History

Consilio 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	$295K	Buy	1,632 +24	+1%	+$4.16K	0.07%	80
2026 Q1	$266K	Buy	1,608 +76	+5%	+$13.2K	0.08%	79
2025 Q4	$246K	Sell	1,532 -72	-4%	-$11.2K	0.07%	85
2025 Q3	$260K	Sell	1,604 -36	-2%	-$6.06K	0.09%	72
2025 Q2	$297K	Buy	1,640 +87	+6%	+$14.9K	0.11%	55
2025 Q1	$247K	Buy	+1,553	New	+$220K	0.1%	59

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

Consilio Wealth Advisors's PM Position: Q2 2026 in Review

Consilio Wealth Advisors increased its Philip Morris (PM) stake by 1.5% in Q2 2026, buying an estimated $4.16K and bringing the position to 1,632 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #80.

Consilio Wealth Advisors first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $297K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Consilio Wealth Advisors held 1,632 shares of Philip Morris worth $295K as of Q2 2026.
Consilio Wealth Advisors bought 24 Philip Morris shares in Q2 2026, an estimated $4.16K.
Philip Morris made up 0.07% of Consilio Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Consilio Wealth Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Consilio Wealth Advisors's Philip Morris position peaked at $297K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.