Delos Wealth Advisors’s Philip Morris PM Stock Holding History

Delos 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 Q1	$58K	Sell	351 -12	-3%	-$2.08K	0.03%	116
2025 Q4	$58.2K	Hold	363	–	–	0.04%	89
2025 Q3	$58.9K	Hold	363	–	–	0.04%	97
2025 Q2	$66.1K	Buy	+363	New	+$62.3K	0.05%	82
2023 Q4	–	Sell	-324	Closed	-$31.1K	–	374
2023 Q3	$31.1K	Hold	324	–	–	0.04%	83
2023 Q2	$31.6K	Hold	324	–	–	0.04%	78
2023 Q1	$31.5K	Hold	324	–	–	0.04%	73
2022 Q4	$32.8K	Hold	324	–	–	0.05%	73
2022 Q3	$27K	Hold	324	–	–	0.03%	72
2022 Q2	$32K	Hold	324	–	–	0.04%	69
2022 Q1	$30K	Sell	324 -115	-26%	-$11.5K	0.03%	91
2021 Q4	$42K	Buy	+439	New	+$41K	0.04%	86

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delos Wealth Advisors's PM Position: Q1 2026 in Review

Delos Wealth Advisors reduced its Philip Morris (PM) stake by 3.3% in Q1 2026, selling an estimated $2.08K and leaving 351 shares worth $58K. The position accounts for 0.03% of the portfolio, ranked #116.

Delos Wealth Advisors first reported a position in PM in Q4 2021 and has held it in 12 quarters since. The position peaked at $66.1K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Delos Wealth Advisors held 351 shares of Philip Morris worth $58K as of Q1 2026.
Delos Wealth Advisors sold 12 Philip Morris shares in Q1 2026, an estimated $2.08K.
Philip Morris made up 0.03% of Delos Wealth Advisors's portfolio in Q1 2026, its #116 holding.
Delos Wealth Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 12 quarters since.
Delos Wealth Advisors's Philip Morris position peaked at $66.1K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.