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Flagship Wealth Advisors’s Philip Morris PM Stock Holding History

Flagship 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 		$219K Sell
1,200
-44
-4% -$7.65K 0.09% 96
2025
Q4 		$199K Sell
1,244
-43
-3% -$6.66K 0.06% 126
2025
Q3 		$209K Buy
1,287
+87
+7% +$14.6K 0.07% 118
2025
Q2 		$219K Hold
1,200
– – 0.08% 108
2025
Q1 		$190K Hold
1,200
– – 0.08% 114
2024
Q4 		$144K Buy
+1,200
New +$151K 0.08% 113

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Flagship Wealth Advisors's PM Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Philip Morris (PM) stake by 3.5% in Q1 2026, selling an estimated $7.65K and leaving 1,200 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #96.

Flagship Wealth Advisors first reported a position in PM in Q4 2024 and has held it in 6 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Flagship Wealth Advisors held 1,200 shares of Philip Morris worth $219K as of Q1 2026.
  • Flagship Wealth Advisors sold 44 Philip Morris shares in Q1 2026, an estimated $7.65K.
  • Philip Morris made up 0.09% of Flagship Wealth Advisors's portfolio in Q1 2026, its #96 holding.
  • Flagship Wealth Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.