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Evolution Wealth Advisors’s Philip Morris PM Stock Holding History

Evolution 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 		$369K Sell
2,037
-120
-6% -$20.8K 0.04% 125
2026
Q1 		$357K Buy
2,157
+96
+5% +$16.7K 0.04% 125
2025
Q4 		$331K Sell
2,061
-1
-0% -$155 0.03% 128
2025
Q3 		$334K Hold
2,062
– – 0.04% 122
2025
Q2 		$376K Sell
2,062
-77
-4% -$13.2K 0.06% 116
2025
Q1 		$340K Sell
2,139
-150
-7% -$21.2K 0.06% 112
2024
Q4 		$275K Buy
+2,289
New +$289K 0.05% 118
2021
Q4 		– Sell
-593
Closed -$56K – 504
2021
Q3 		$56K Buy
593
+286
+93% +$28.8K 0.01% 197
2021
Q2 		$30K Buy
307
+197
+179% +$18.9K 0.01% 254
2021
Q1 		$10K Buy
110
+19
+21% +$1.61K ﹤0.01% 417
2020
Q4 		$8K Sell
91
-669
-88% -$52.1K ﹤0.01% 380
2020
Q3 		$57K Buy
760
+580
+322% +$44.7K 0.02% 173
2020
Q2 		$13K Buy
180
+91
+102% +$6.63K ﹤0.01% 255
2020
Q1 		$7K Sell
89
-165
-65% -$13.6K ﹤0.01% 230
2019
Q4 		$22K Buy
254
+198
+354% +$16.3K 0.01% 217
2019
Q3 		$4K Sell
56
-175
-76% -$13.9K ﹤0.01% 325
2019
Q2 		$18K Buy
+231
New +$19.1K 0.01% 136

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

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

Evolution Wealth Advisors reduced its Philip Morris (PM) stake by 5.6% in Q2 2026, selling an estimated $20.8K and leaving 2,037 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #125.

Evolution Wealth Advisors first reported a position in PM in Q2 2019 and has held it in 17 quarters since. The position peaked at $376K in Q2 2025. 2,925 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Evolution Wealth Advisors held 2,037 shares of Philip Morris worth $369K as of Q2 2026.
  • Evolution Wealth Advisors sold 120 Philip Morris shares in Q2 2026, an estimated $20.8K.
  • Philip Morris made up 0.04% of Evolution Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Evolution Wealth Advisors first reported a position in Philip Morris in Q2 2019 and has held it in 17 quarters since.
  • Evolution Wealth Advisors's Philip Morris position peaked at $376K in Q2 2025.
  • 2,925 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.