Financial Network Wealth Advisors’s Philip Morris PM Stock Holding History

Financial Network 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	$102K	Sell	564 -28	-5%	-$4.86K	0.1%	170
2026 Q1	$97.9K	Buy	592 +55	+10%	+$9.56K	0.1%	165
2025 Q4	$86.1K	Buy	537 +31	+6%	+$4.8K	0.09%	189
2025 Q3	$82.1K	Sell	506 -134	-21%	-$22.5K	0.09%	190
2025 Q2	$117K	Sell	640 -85	-12%	-$14.6K	0.14%	141
2025 Q1	$115K	Buy	725 +417	+135%	+$59.1K	0.15%	129
2024 Q4	$37.1K	Sell	308 -1,132	-79%	-$143K	0.07%	213
2024 Q3	$175K	Sell	1,440 -256	-15%	-$29.7K	0.14%	125
2024 Q2	$173K	Buy	+1,696	New	+$166K	0.13%	154

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

Financial Network Wealth Advisors's PM Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Philip Morris (PM) stake by 4.7% in Q2 2026, selling an estimated $4.86K and leaving 564 shares worth $102K. The position accounts for 0.1% of the portfolio, ranked #170.

Financial Network Wealth Advisors first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $175K in Q3 2024. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Financial Network Wealth Advisors held 564 shares of Philip Morris worth $102K as of Q2 2026.
Financial Network Wealth Advisors sold 28 Philip Morris shares in Q2 2026, an estimated $4.86K.
Philip Morris made up 0.1% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #170 holding.
Financial Network Wealth Advisors first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's Philip Morris position peaked at $175K in Q3 2024.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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