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Independence Wealth Advisors (Ohio)’s Philip Morris PM Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$788K Buy
4,354
+253
+6% +$43.9K 0.4% 38
2026
Q1 		$678K Buy
4,101
+1,424
+53% +$247K 0.36% 41
2025
Q4 		$429K Buy
+2,677
New +$415K 0.24% 51

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s PM Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Philip Morris (PM) stake by 6.2% in Q2 2026, buying an estimated $43.9K and bringing the position to 4,354 shares worth $788K. The position accounts for 0.4% of the portfolio, ranked #38.

Independence Wealth Advisors (Ohio) first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 4,354 shares of Philip Morris worth $788K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 253 Philip Morris shares in Q2 2026, an estimated $43.9K.
  • Philip Morris made up 0.4% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #38 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.