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Foster Victor Wealth Advisors’s Philip Morris PM Stock Holding History

Foster Victor 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 		$22.7M Buy
128,847
+6,641
+5% +$1.15M 1.19% 18
2026
Q1 		$19.5M Buy
122,206
+7,472
+7% +$1.3M 1.11% 29
2025
Q4 		$19.9M Buy
114,734
+7,682
+7% +$1.19M 1.16% 21
2025
Q3 		$16.4M Buy
107,052
+10,139
+10% +$1.71M 1.02% 40
2025
Q2 		$17.2M Buy
96,913
+506
+0.5% +$86.9K 1.17% 24
2025
Q1 		$14.8M Sell
96,407
-21,066
-18% -$2.98M 1.19% 25
2024
Q4 		$14.3M Sell
117,473
-29,921
-20% -$3.77M 1.09% 33
2024
Q3 		$17.7M Sell
147,394
-6,681
-4% -$776K 1.42% 16
2024
Q2 		$16.3M Buy
154,075
+958
+0.6% +$93.7K 1.37% 19
2024
Q1 		$13.7M Buy
153,117
+13,987
+10% +$1.29M 1.25% 33
2023
Q4 		$13.4M Buy
139,130
+43,857
+46% +$4.04M 1.37% 24
2023
Q3 		$8.78M Buy
95,273
+48,345
+103% +$4.65M 1.02% 50
2023
Q2 		$4.57M Buy
46,928
+2,896
+7% +$277K 0.51% 70
2023
Q1 		$4.29M Buy
44,032
+2,519
+6% +$251K 0.52% 73
2022
Q4 		$4.3M Buy
41,513
+2,713
+7% +$256K 0.55% 68
2022
Q3 		$3.32M Buy
38,800
+2,838
+8% +$271K 0.48% 71
2022
Q2 		$3.42M Buy
35,962
+2,256
+7% +$230K 0.51% 69
2022
Q1 		$3.34M Buy
33,706
+3,717
+12% +$372K 0.46% 70
2021
Q4 		$3.04M Buy
29,989
+2,594
+9% +$242K 0.41% 71
2021
Q3 		$2.6M Buy
27,395
+1,697
+7% +$171K 0.42% 70
2021
Q2 		$2.55M Buy
25,698
+2,301
+10% +$221K 0.43% 72
2021
Q1 		$2.12M Buy
23,397
+2,581
+12% +$219K 0.4% 72
2020
Q4 		$1.72M Buy
20,816
+1,385
+7% +$108K 0.39% 62
2020
Q3 		$1.46M Buy
19,431
+1,305
+7% +$101K 0.4% 61
2020
Q2 		$1.27M Buy
18,126
+946
+6% +$69K 0.42% 55
2020
Q1 		$1.24M Buy
17,180
+3,731
+28% +$307K 0.55% 51
2019
Q4 		$1.18M Buy
13,449
+894
+7% +$73.7K 0.51% 52
2019
Q3 		$969K Buy
12,555
+4,367
+53% +$346K 0.54% 46
2019
Q2 		$652K Sell
8,188
-2,411
-23% -$199K 0.48% 45
2019
Q1 		$937K Buy
10,599
+1,256
+13% +$101K 0.73% 22
2018
Q4 		$624K Buy
+9,343
New +$780K 0.59% 24

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Foster Victor Wealth Advisors's PM Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Philip Morris (PM) stake by 5.4% in Q2 2026, buying an estimated $1.15M and bringing the position to 128,847 shares worth $22.7M. The position accounts for 1.19% of the portfolio, ranked #18.

Foster Victor Wealth Advisors first reported a position in PM in Q4 2018 and has held it in 31 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Foster Victor Wealth Advisors held 128,847 shares of Philip Morris worth $22.7M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 6,641 Philip Morris shares in Q2 2026, an estimated $1.15M.
  • Philip Morris made up 1.19% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Foster Victor Wealth Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.