Shah Wealth Advisors, LLC’s Philip Morris PM Stock Holding History

Shah Wealth Advisors, LLC’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	$1.27M	Buy	+7,000	New	+$1.21M	0.29%	33

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Shah Wealth Advisors, LLC's PM Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Philip Morris (PM) in Q2 2026: 7,000 shares worth $1.27M. The stake represents 0.29% of the portfolio and ranks #33 among its holdings.

2,030 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Shah Wealth Advisors, LLC held 7,000 shares of Philip Morris worth $1.27M as of Q2 2026.
Philip Morris was a new Shah Wealth Advisors, LLC position in Q2 2026.
Philip Morris made up 0.29% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #33 holding.
2,030 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.