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 Q2	$211K	Sell	1,167 -55	-5%	-$9.54K	0.13%	70
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 $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Good Steward Wealth Advisors's PM Position: Q2 2026 in Review

Good Steward Wealth Advisors reduced its Philip Morris (PM) stake by 4.5% in Q2 2026, selling an estimated $9.54K and leaving 1,167 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #70.

Good Steward Wealth Advisors first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $856K in Q1 2025. 2,929 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Good Steward Wealth Advisors held 1,167 shares of Philip Morris worth $211K as of Q2 2026.
Good Steward Wealth Advisors sold 55 Philip Morris shares in Q2 2026, an estimated $9.54K.
Philip Morris made up 0.13% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Good Steward Wealth Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
Good Steward Wealth Advisors's Philip Morris position peaked at $856K in Q1 2025.
2,929 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.