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EP Wealth Advisors’s Philip Morris PM Stock Holding History

EP 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 		$8.79M Sell
53,139
-918
-2% -$160K 0.04% 232
2025
Q4 		$8.67M Buy
+54,057
New +$8.37M 0.05% 214
2025
Q2 		$9.33M Buy
51,253
+4,146
+9% +$712K 0.06% 190
2025
Q1 		$7.48M Sell
47,107
-476
-1% -$67.4K 0.06% 181
2024
Q4 		$5.73M Buy
47,583
+3,541
+8% +$447K 0.05% 200
2024
Q3 		$5.35M Buy
44,042
+20,350
+86% +$2.36M 0.05% 213
2024
Q2 		$2.4M Buy
23,692
+946
+4% +$92.5K 0.03% 253
2024
Q1 		$2.08M Buy
22,746
+2,820
+14% +$260K 0.02% 257
2023
Q4 		$1.87M Buy
19,926
+189
+1% +$17.4K 0.02% 268
2023
Q3 		$1.83M Sell
19,737
-417,155
-95% -$40.1M 0.03% 246
2023
Q2 		$1.94M Buy
436,892
+425,264
+3,657% +$40.6M 0.03% 242
2023
Q1 		$98.3K Sell
11,628
-779
-6% -$77.6K ﹤0.01% 597
2022
Q4 		$1.26M Buy
12,407
+523
+4% +$49.4K 0.02% 254
2022
Q3 		$986K Sell
11,884
-40
-0.3% -$3.81K 0.02% 237
2022
Q2 		$1.18M Sell
11,924
-192
-2% -$19.6K 0.03% 241
2022
Q1 		$1.14M Buy
12,116
+83
+0.7% +$8.3K 0.03% 255
2021
Q4 		$1.14M Buy
12,033
+716
+6% +$66.9K 0.03% 243
2021
Q3 		$1.07M Sell
11,317
-1,106
-9% -$111K 0.03% 232
2021
Q2 		$1.23M Buy
12,423
+3,356
+37% +$322K 0.03% 226
2021
Q1 		$805K Buy
9,067
+1,100
+14% +$93.4K 0.03% 257
2020
Q4 		$660K Sell
7,967
-276
-3% -$21.5K 0.02% 231
2020
Q3 		$618K Sell
8,243
-652
-7% -$50.3K 0.03% 208
2020
Q2 		$623K Sell
8,895
-2,463
-22% -$180K 0.03% 222
2020
Q1 		$829K Buy
11,358
+455
+4% +$37.4K 0.04% 192
2019
Q4 		$928K Buy
10,903
+1,130
+12% +$93.1K 0.04% 205
2019
Q3 		$742K Sell
9,773
-666
-6% -$52.8K 0.04% 192
2019
Q2 		$820K Buy
10,439
+3,067
+42% +$253K 0.05% 151
2019
Q1 		$652K Sell
7,372
-353
-5% -$28.4K 0.06% 145
2018
Q4 		$516K Buy
7,725
+146
+2% +$12.2K 0.04% 175
2018
Q3 		$618K Buy
7,579
+616
+9% +$50.6K 0.05% 161
2018
Q2 		$562K Sell
6,963
-1,743
-20% -$148K 0.05% 109
2018
Q1 		$865K Buy
8,706
+531
+6% +$55.3K 0.08% 102
2017
Q4 		$864K Sell
8,175
-1,674
-17% -$178K 0.09% 85
2017
Q3 		$1.09M Sell
9,849
-4,214
-30% -$490K 0.13% 76
2017
Q2 		$1.65M Buy
14,063
+5,284
+60% +$612K 0.2% 72
2017
Q1 		$991K Sell
8,779
-395
-4% -$40.8K 0.14% 59
2016
Q4 		$839K Sell
9,174
-3,680
-29% -$341K 0.12% 62
2016
Q3 		$1.25M Buy
12,854
+690
+6% +$69.1K 0.2% 48
2016
Q2 		$1.24M Sell
12,164
-47
-0.4% -$4.69K 0.2% 52
2016
Q1 		$1.2M Sell
12,211
-848
-6% -$77.8K 0.18% 52
2015
Q4 		$1.15M Sell
13,059
-110
-0.8% -$9.55K 0.19% 65
2015
Q3 		$1.04M Buy
13,169
+237
+2% +$19.5K 0.2% 58
2015
Q2 		$1.04M Sell
12,932
-1,096
-8% -$90.2K 0.19% 47
2015
Q1 		$1.06M Buy
14,028
+3,817
+37% +$310K 0.2% 48
2014
Q4 		$832K Sell
10,211
-1,660
-14% -$143K 0.14% 64
2014
Q3 		$990K Buy
11,871
+3,767
+46% +$319K 0.16% 48
2014
Q2 		$683K Sell
8,104
-1,197
-13% -$103K 0.16% 55
2014
Q1 		$762K Buy
9,301
+228
+3% +$18.4K 0.21% 45
2013
Q4 		$791K Buy
9,073
+432
+5% +$37.7K 0.21% 53
2013
Q3 		$748K Buy
8,641
+252
+3% +$22K 0.24% 45
2013
Q2 		$727K Buy
+8,389
New +$780K 0.26% 40

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

EP Wealth Advisors reduced its Philip Morris (PM) stake by 1.7% in Q1 2026, selling an estimated $160K and leaving 53,139 shares worth $8.79M. The position accounts for 0.04% of the portfolio, ranked #232.

EP Wealth Advisors first reported a position in PM in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.33M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • EP Wealth Advisors held 53,139 shares of Philip Morris worth $8.79M as of Q1 2026.
  • EP Wealth Advisors sold 918 Philip Morris shares in Q1 2026, an estimated $160K.
  • Philip Morris made up 0.04% of EP Wealth Advisors's portfolio in Q1 2026, its #232 holding.
  • EP Wealth Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 51 quarters since.
  • EP Wealth Advisors's Philip Morris position peaked at $9.33M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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