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 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 $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Network Wealth Advisors's PM Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its Philip Morris (PM) stake by 10% in Q1 2026, buying an estimated $9.56K and bringing the position to 592 shares worth $97.9K. The position accounts for 0.1% of the portfolio, ranked #165.

Financial Network Wealth Advisors first reported a position in PM in Q2 2024 and has held it in 8 quarters since. The position peaked at $175K in Q3 2024. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Financial Network Wealth Advisors held 592 shares of Philip Morris worth $97.9K as of Q1 2026.
Financial Network Wealth Advisors bought 55 Philip Morris shares in Q1 2026, an estimated $9.56K.
Philip Morris made up 0.1% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #165 holding.
Financial Network Wealth Advisors first reported a position in Philip Morris in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Philip Morris position peaked at $175K in Q3 2024.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.