PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Philip Morris PM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$2.69M	Buy	14,865 +1	+0%	+$173	0.73%	22
2026 Q1	$2.46M	Hold	14,864	–	–	0.73%	23
2025 Q4	$2.38M	Hold	14,864	–	–	0.71%	24
2025 Q3	$2.41M	Buy	14,864 +1	+0%	+$168	0.76%	25
2025 Q2	$2.71M	Buy	14,863 +3	+0%	+$515	0.91%	19
2025 Q1	$2.36M	Buy	14,860 +955	+7%	+$135K	0.88%	23
2024 Q4	$1.67M	Buy	13,905 +13,855	+27,710%	+$1.75M	0.67%	24
2024 Q3	$6.12K	Buy	50 +15	+43%	+$1.74K	﹤0.01%	313
2024 Q2	$3.55K	Buy	+35	New	+$3.42K	﹤0.01%	313

Other funds holding PM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Philip Morris (PM) stake by 0.01% in Q2 2026, buying an estimated $173 and bringing the position to 14,865 shares worth $2.69M. The position accounts for 0.73% of the portfolio, ranked #22.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q2 2025. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 14,865 shares of Philip Morris worth $2.69M as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 Philip Morris share in Q2 2026, an estimated $173.
Philip Morris made up 0.73% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #22 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Philip Morris position peaked at $2.71M in Q2 2025.
1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.