High Net Worth Advisory Group’s Philip Morris PM Stock Holding History

High Net Worth Advisory Group’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	7,967 +41	+0.5%	+$7.11K	0.31%	74
2026 Q1	$1.31M	Hold	7,926	–	–	0.31%	77
2025 Q4	$1.27M	Hold	7,926	–	–	0.29%	78
2025 Q3	$1.29M	Hold	7,926	–	–	0.31%	74
2025 Q2	$1.44M	Hold	7,926	–	–	0.38%	58
2025 Q1	$1.26M	Hold	7,926	–	–	0.36%	67
2024 Q4	$954K	Hold	7,926	–	–	0.27%	85
2024 Q3	$962K	Hold	7,926	–	–	0.26%	88
2024 Q2	$803K	Hold	7,926	–	–	0.24%	88
2024 Q1	$726K	Buy	7,926 +462	+6%	+$42.6K	0.23%	95
2023 Q4	$702K	Hold	7,464	–	–	0.26%	89
2023 Q3	$691K	Hold	7,464	–	–	0.28%	86
2023 Q2	$729K	Buy	7,464 +38	+0.5%	+$3.63K	0.28%	85
2023 Q1	$722K	Hold	7,426	–	–	0.29%	87
2022 Q4	$752K	Hold	7,426	–	–	0.29%	84
2022 Q3	$616K	Buy	7,426 +500	+7%	+$47.7K	0.26%	88
2022 Q2	$684K	Hold	6,926	–	–	0.28%	85
2022 Q1	$651K	Buy	6,926 +1,000	+17%	+$100K	0.24%	89
2021 Q4	$563K	Buy	+5,926	New	+$554K	0.2%	102

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

High Net Worth Advisory Group's PM Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Philip Morris (PM) stake by 0.52% in Q2 2026, buying an estimated $7.11K and bringing the position to 7,967 shares worth $1.44M. The position accounts for 0.31% of the portfolio, ranked #74.

High Net Worth Advisory Group first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

High Net Worth Advisory Group held 7,967 shares of Philip Morris worth $1.44M as of Q2 2026.
High Net Worth Advisory Group bought 41 Philip Morris shares in Q2 2026, an estimated $7.11K.
Philip Morris made up 0.31% of High Net Worth Advisory Group's portfolio in Q2 2026, its #74 holding.
High Net Worth Advisory Group first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Philip Morris position peaked at $1.44M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.