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

Financial Synergies 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	$204K	Buy	+1,125	New	+$195K	0.02%	115
2025 Q3	–	Sell	-1,122	Closed	-$204K	–	95
2025 Q2	$204K	Buy	+1,122	New	+$193K	0.02%	89
2024 Q2	–	Sell	-799	Closed	-$73.2K	–	358
2024 Q1	$73.2K	Buy	799 +586	+275%	+$54K	0.01%	109
2023 Q4	$21.6K	Sell	213 -579	-73%	-$53.3K	﹤0.01%	135
2023 Q3	$73.4K	Buy	792 +202	+34%	+$19.4K	0.01%	95
2023 Q2	$57.6K	Sell	590 -95	-14%	-$9.08K	0.01%	104
2023 Q1	$66.6K	Buy	685 +472	+222%	+$47K	0.01%	100
2022 Q4	$21.6K	Buy	+213	New	+$20.1K	﹤0.01%	135

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

Financial Synergies Wealth Advisors opened a new position in Philip Morris (PM) in Q2 2026: 1,125 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #115 among its holdings. This is a return to the name: Financial Synergies Wealth Advisors previously reported a position in PM as recently as Q2 2025.

Financial Synergies Wealth Advisors first reported a position in PM in Q4 2022 and has held it in 8 quarters since. The position peaked at $204K in Q2 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Financial Synergies Wealth Advisors held 1,125 shares of Philip Morris worth $204K as of Q2 2026.
Philip Morris was a new Financial Synergies Wealth Advisors position in Q2 2026.
Philip Morris made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Financial Synergies Wealth Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 8 quarters since.
Financial Synergies Wealth Advisors's Philip Morris position peaked at $204K in Q2 2025.
2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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