FSC Wealth Advisors’s Philip Morris PM Stock Holding History

FSC 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
2025 Q2	–	Sell	-722	Closed	-$115K	–	203
2025 Q1	$115K	Buy	722 +4	+0.6%	+$567	0.08%	78
2024 Q4	$86.4K	Sell	718 -2	-0.3%	-$252	0.06%	90
2024 Q3	$87.4K	Buy	720 +5	+0.7%	+$581	0.06%	87
2024 Q2	$72.5K	Hold	715	–	–	0.05%	95
2024 Q1	$65.5K	Sell	715 -1	-0.1%	-$92	0.05%	84
2023 Q4	$67.4K	Hold	716	–	–	0.05%	86
2023 Q3	$66.3K	Buy	716 +366	+105%	+$35.2K	0.07%	61
2023 Q2	$34.2K	Hold	350	–	–	0.03%	93
2023 Q1	$34K	Buy	350 +150	+75%	+$14.9K	0.05%	73
2022 Q4	$20.2K	Hold	200	–	–	0.03%	84
2022 Q3	$17K	Hold	200	–	–	0.16%	86
2022 Q2	$20K	Hold	200	–	–	0.18%	81
2022 Q1	$19K	Hold	200	–	–	0.02%	100
2021 Q4	$19K	Buy	+200	New	+$18.7K	0.01%	111

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FSC Wealth Advisors's PM Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Philip Morris (PM) in Q2 2025, closing a stake of 722 shares — an estimated $115K sold.

FSC Wealth Advisors first reported a position in PM in Q4 2021 and held it in 14 quarters. The position peaked at $115K in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

FSC Wealth Advisors reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 722 Philip Morris shares in Q2 2025, an estimated $115K.
FSC Wealth Advisors first reported a position in Philip Morris in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's Philip Morris position peaked at $115K in Q1 2025.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.