IBEX Wealth Advisors’s Philip Morris PM Stock Holding History

IBEX 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	–	Sell	-30,940	Closed	-$5.12M	–	219
2026 Q1	$5.12M	Buy	+30,940	New	+$5.38M	0.48%	68
2025 Q4	–	Sell	-5,210	Closed	-$845K	–	184
2025 Q3	$845K	Sell	5,210 -24,320	-82%	-$4.09M	0.08%	131
2025 Q2	$5.38M	Buy	+29,530	New	+$5.07M	0.57%	63
2024 Q3	–	Sell	-244	Closed	-$24.7K	–	228
2024 Q2	$24.7K	Buy	+244	New	+$23.9K	﹤0.01%	183
2021 Q4	–	Sell	-244	Closed	-$23K	–	365
2021 Q3	$23K	Buy	+244	New	+$24.5K	﹤0.01%	314
2017 Q1	–	Sell	-638	Closed	-$60K	–	302
2016 Q4	$60K	Buy	+638	New	+$59.1K	0.03%	168

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

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

IBEX Wealth Advisors sold out of Philip Morris (PM) in Q2 2026, closing a stake of 30,940 shares — an estimated $5.12M sold.

IBEX Wealth Advisors first reported a position in PM in Q4 2016 and held it in 6 quarters. The position peaked at $5.38M in Q2 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

IBEX Wealth Advisors reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
IBEX Wealth Advisors sold 30,940 Philip Morris shares in Q2 2026, an estimated $5.12M.
IBEX Wealth Advisors first reported a position in Philip Morris in Q4 2016 and held it in 6 quarters.
IBEX Wealth Advisors's Philip Morris position peaked at $5.38M in Q2 2025.
2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.