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FSM Wealth Advisors’s Philip Morris PM Stock Holding History

FSM 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 		$1.18M Buy
6,509
+350
+6% +$60.7K 0.13% 97
2026
Q1 		$1.02M Buy
6,159
+400
+7% +$69.5K 0.13% 93
2025
Q4 		$924K Buy
5,759
+94
+2% +$14.6K 0.13% 94
2025
Q3 		$919K Buy
5,665
+1,361
+32% +$229K 0.13% 97
2025
Q2 		$780K Buy
4,304
+667
+18% +$115K 0.13% 105
2025
Q1 		$577K Buy
3,637
+150
+4% +$21.2K 0.13% 97
2024
Q4 		$418K Buy
3,487
+217
+7% +$27.4K 0.1% 112
2024
Q3 		$397K Buy
3,270
+242
+8% +$28.1K 0.11% 112
2024
Q2 		$307K Buy
3,028
+21
+0.7% +$2.05K 0.1% 114
2024
Q1 		$275K Sell
3,007
-94
-3% -$8.67K 0.1% 128
2023
Q4 		$292K Sell
3,101
-65
-2% -$5.99K 0.12% 117
2023
Q3 		$293K Buy
3,166
+212
+7% +$20.4K 0.15% 112
2023
Q2 		$291K Buy
2,954
+808
+38% +$77.2K 0.15% 123
2023
Q1 		$209K Buy
2,146
+40
+2% +$3.99K 0.12% 149
2022
Q4 		$213K Buy
+2,106
New +$199K 0.15% 131

Other funds holding PM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FSM Wealth Advisors's PM Position: Q2 2026 in Review

FSM Wealth Advisors increased its Philip Morris (PM) stake by 5.7% in Q2 2026, buying an estimated $60.7K and bringing the position to 6,509 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #97.

FSM Wealth Advisors first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 1,563 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • FSM Wealth Advisors held 6,509 shares of Philip Morris worth $1.18M as of Q2 2026.
  • FSM Wealth Advisors bought 350 Philip Morris shares in Q2 2026, an estimated $60.7K.
  • Philip Morris made up 0.13% of FSM Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • FSM Wealth Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • 1,563 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.