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 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 $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

IBEX Wealth Advisors's PM Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Philip Morris (PM) in Q1 2026: 30,940 shares worth $5.12M. The stake represents 0.48% of the portfolio and ranks #68 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in PM as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in PM in Q4 2016 and has held it in 6 quarters since. The position peaked at $5.38M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

IBEX Wealth Advisors held 30,940 shares of Philip Morris worth $5.12M as of Q1 2026.
Philip Morris was a new IBEX Wealth Advisors position in Q1 2026.
Philip Morris made up 0.48% of IBEX Wealth Advisors's portfolio in Q1 2026, its #68 holding.
IBEX Wealth Advisors first reported a position in Philip Morris in Q4 2016 and has held it in 6 quarters since.
IBEX Wealth Advisors's Philip Morris position peaked at $5.38M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.