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EverSource Wealth Advisors’s Philip Morris PM Stock Holding History

EverSource 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 		$2.01M Sell
11,103
-228
-2% -$39.5K 0.07% 218
2026
Q1 		$1.87M Buy
11,331
+1,876
+20% +$326K 0.06% 228
2025
Q4 		$1.52M Sell
9,455
-328
-3% -$50.8K 0.06% 247
2025
Q3 		$1.59M Sell
9,783
-1,898
-16% -$319K 0.06% 213
2025
Q2 		$2.13M Buy
11,681
+2,935
+34% +$504K 0.1% 156
2025
Q1 		$1.39M Buy
8,746
+1,713
+24% +$243K 0.08% 195
2024
Q4 		$846K Sell
7,033
-154
-2% -$19.4K 0.05% 268
2024
Q3 		$872K Buy
7,187
+341
+5% +$39.6K 0.06% 237
2024
Q2 		$788K Buy
6,846
+1,333
+24% +$130K 0.05% 247
2024
Q1 		$523K Buy
5,513
+390
+8% +$36K 0.04% 260
2023
Q4 		$482K Buy
5,123
+268
+6% +$24.7K 0.04% 249
2023
Q3 		$450K Sell
4,855
-220
-4% -$21.2K 0.05% 243
2023
Q2 		$495K Sell
5,075
-478
-9% -$45.7K 0.05% 230
2023
Q1 		$540K Sell
5,553
-320
-5% -$31.9K 0.07% 209
2022
Q4 		$594K Sell
5,873
-438
-7% -$41.3K 0.09% 178
2022
Q3 		$524K Buy
6,311
+589
+10% +$56.2K 0.12% 166
2022
Q2 		$565K Buy
5,722
+1,914
+50% +$195K 0.15% 131
2022
Q1 		$358K Buy
3,808
+3,092
+432% +$309K 0.09% 187
2021
Q4 		$68K Buy
+716
New +$66.9K 0.02% 367

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

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

EverSource Wealth Advisors reduced its Philip Morris (PM) stake by 2% in Q2 2026, selling an estimated $39.5K and leaving 11,103 shares worth $2.01M. The position accounts for 0.07% of the portfolio, ranked #218.

EverSource Wealth Advisors first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.13M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • EverSource Wealth Advisors held 11,103 shares of Philip Morris worth $2.01M as of Q2 2026.
  • EverSource Wealth Advisors sold 228 Philip Morris shares in Q2 2026, an estimated $39.5K.
  • Philip Morris made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • EverSource Wealth Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Philip Morris position peaked at $2.13M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.