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EQ Wealth Advisors’s Philip Morris PM Stock Holding History

EQ 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 		– Sell
-95
Closed -$15.2K – 185
2025
Q4 		$15.2K Buy
+95
New +$14.7K 0.01% 137
2025
Q3 		– Sell
-95
Closed -$17.3K – 174
2025
Q2 		$17.3K Hold
95
– – 0.01% 117
2025
Q1 		$15.1K Buy
+95
New +$13.5K 0.01% 126

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

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

EQ Wealth Advisors sold out of Philip Morris (PM) in Q1 2026, closing a stake of 95 shares — an estimated $15.2K sold.

EQ Wealth Advisors first reported a position in PM in Q1 2025 and held it in 3 quarters. The position peaked at $17.3K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • EQ Wealth Advisors reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 95 Philip Morris shares in Q1 2026, an estimated $15.2K.
  • EQ Wealth Advisors first reported a position in Philip Morris in Q1 2025 and held it in 3 quarters.
  • EQ Wealth Advisors's Philip Morris position peaked at $17.3K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.