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Crux Wealth Advisors’s Philip Morris PM Stock Holding History

Crux 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 		$2.8M Sell
15,470
-1,086
-7% -$188K 0.97% 30
2026
Q1 		$2.74M Buy
16,556
+112
+0.7% +$19.5K 1.05% 28
2025
Q4 		$2.64M Buy
16,444
+271
+2% +$42K 0.98% 30
2025
Q3 		$2.62M Buy
16,173
+1,584
+11% +$267K 1.04% 27
2025
Q2 		$2.66M Buy
14,589
+3,990
+38% +$685K 1.13% 24
2025
Q1 		$1.68M Buy
10,599
+4,283
+68% +$607K 0.88% 34
2024
Q4 		$760K Buy
+6,316
New +$797K 0.42% 73

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

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

Crux Wealth Advisors reduced its Philip Morris (PM) stake by 6.6% in Q2 2026, selling an estimated $188K and leaving 15,470 shares worth $2.8M. The position accounts for 0.97% of the portfolio, ranked #30.

Crux Wealth Advisors first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Crux Wealth Advisors held 15,470 shares of Philip Morris worth $2.8M as of Q2 2026.
  • Crux Wealth Advisors sold 1,086 Philip Morris shares in Q2 2026, an estimated $188K.
  • Philip Morris made up 0.97% of Crux Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Crux Wealth Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.