HBW Advisory Services’s Philip Morris PM Stock Holding History

HBW Advisory Services’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	$1.44M	Buy	7,961 +1,817	+30%	+$315K	0.13%	163
2026 Q1	$1.02M	Sell	6,144 -2,767	-31%	-$481K	0.11%	188
2025 Q4	$1.43M	Sell	8,911 -667	-7%	-$103K	0.16%	136
2025 Q3	$1.55M	Sell	9,578 -11,030	-54%	-$1.86M	0.17%	132
2025 Q2	$3.75M	Sell	20,608 -2,166	-10%	-$372K	0.46%	46
2025 Q1	$3.61M	Sell	22,774 -1,844	-7%	-$261K	0.51%	44
2024 Q4	$2.96M	Buy	24,618 +499	+2%	+$63K	0.3%	60
2024 Q3	$2.93M	Sell	24,119 -2,523	-9%	-$293K	0.43%	63
2024 Q2	$2.7M	Buy	26,642 +7,257	+37%	+$710K	0.45%	70
2024 Q1	$1.82M	Hold	19,385	–	–	0.34%	91
2023 Q4	$1.82M	Buy	19,385 +655	+3%	+$60.3K	0.34%	91
2023 Q3	$1.73M	Buy	+18,730	New	+$1.8M	0.36%	84

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

HBW Advisory Services's PM Position: Q2 2026 in Review

HBW Advisory Services increased its Philip Morris (PM) stake by 30% in Q2 2026, buying an estimated $315K and bringing the position to 7,961 shares worth $1.44M. The position accounts for 0.13% of the portfolio, ranked #163.

HBW Advisory Services first reported a position in PM in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.75M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

HBW Advisory Services held 7,961 shares of Philip Morris worth $1.44M as of Q2 2026.
HBW Advisory Services bought 1,817 Philip Morris shares in Q2 2026, an estimated $315K.
Philip Morris made up 0.13% of HBW Advisory Services's portfolio in Q2 2026, its #163 holding.
HBW Advisory Services first reported a position in Philip Morris in Q3 2023 and has held it in 12 quarters since.
HBW Advisory Services's Philip Morris position peaked at $3.75M in Q2 2025.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.