Fifth Third Wealth Advisors’s Philip Morris PM Stock Holding History

Fifth Third 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	$11.5M	Sell	63,294 -1,845	-3%	-$320K	0.32%	58
2026 Q1	$10.8M	Buy	65,139 +14,459	+29%	+$2.51M	0.36%	47
2025 Q4	$8.13M	Buy	50,680 +1,156	+2%	+$179K	0.29%	56
2025 Q3	$8.03M	Buy	49,524 +2,827	+6%	+$476K	0.3%	54
2025 Q2	$8.5M	Buy	46,697 +14,940	+47%	+$2.57M	0.36%	45
2025 Q1	$5.04M	Buy	31,757 +5,686	+22%	+$805K	0.26%	61
2024 Q4	$3.14M	Buy	26,071 +5,185	+25%	+$654K	0.17%	88
2024 Q3	$2.54M	Buy	20,886 +2,699	+15%	+$314K	0.16%	99
2024 Q2	$1.84M	Buy	18,187 +7,686	+73%	+$751K	0.14%	101
2024 Q1	$962K	Buy	10,501 +3,280	+45%	+$302K	0.15%	104
2023 Q4	$679K	Buy	7,221 +2,402	+50%	+$221K	0.22%	98
2023 Q3	$446K	Buy	+4,819	New	+$464K	0.18%	114

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fifth Third Wealth Advisors's PM Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Philip Morris (PM) stake by 2.8% in Q2 2026, selling an estimated $320K and leaving 63,294 shares worth $11.5M. The position accounts for 0.32% of the portfolio, ranked #58.

Fifth Third Wealth Advisors first reported a position in PM in Q3 2023 and has held it in 12 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Fifth Third Wealth Advisors held 63,294 shares of Philip Morris worth $11.5M as of Q2 2026.
Fifth Third Wealth Advisors sold 1,845 Philip Morris shares in Q2 2026, an estimated $320K.
Philip Morris made up 0.32% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Fifth Third Wealth Advisors first reported a position in Philip Morris in Q3 2023 and has held it in 12 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.