Exit Wealth Advisors’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$653K Buy
3,609
+390
+12% +$67.6K 0.3% 89
2026
Q1
$532K Buy
3,219
+32
+1% +$5.56K 0.27% 68
2025
Q4
$511K Buy
3,187
+16
+0.5% +$2.48K 0.3% 74
2025
Q3
$514K Buy
+3,171
New +$534K 0.34% 67

Other funds holding PM

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

Exit Wealth Advisors increased its Philip Morris (PM) stake by 12% in Q2 2026, buying an estimated $67.6K and bringing the position to 3,609 shares worth $653K. The position accounts for 0.3% of the portfolio, ranked #89.

Exit Wealth Advisors first reported a position in PM in Q3 2025 and has held it in 4 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Exit Wealth Advisors held 3,609 shares of Philip Morris worth $653K as of Q2 2026.
  • Exit Wealth Advisors bought 390 Philip Morris shares in Q2 2026, an estimated $67.6K.
  • Philip Morris made up 0.3% of Exit Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Exit Wealth Advisors first reported a position in Philip Morris in Q3 2025 and has held it in 4 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.