Good Steward Wealth Advisors’s Philip Morris PM Stock Holding History

Good Steward 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	$202K	Buy	+1,222	New	+$212K	0.13%	68
2025 Q4	–	Sell	-1,462	Closed	-$237K	–	77
2025 Q3	$237K	Sell	1,462 -1,459	-50%	-$245K	0.16%	69
2025 Q2	$532K	Sell	2,921 -2,473	-46%	-$425K	0.42%	39
2025 Q1	$856K	Buy	+5,394	New	+$764K	0.78%	30

Other funds holding PM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

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

Good Steward Wealth Advisors's PM Position: Q1 2026 in Review

Good Steward Wealth Advisors opened a new position in Philip Morris (PM) in Q1 2026: 1,222 shares worth $202K. The stake represents 0.13% of the portfolio and ranks #68 among its holdings. This is a return to the name: Good Steward Wealth Advisors previously reported a position in PM as recently as Q3 2025.

Good Steward Wealth Advisors first reported a position in PM in Q1 2025 and has held it in 4 quarters since. The position peaked at $856K in Q1 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Good Steward Wealth Advisors held 1,222 shares of Philip Morris worth $202K as of Q1 2026.
Philip Morris was a new Good Steward Wealth Advisors position in Q1 2026.
Philip Morris made up 0.13% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #68 holding.
Good Steward Wealth Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 4 quarters since.
Good Steward Wealth Advisors's Philip Morris position peaked at $856K in Q1 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.