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International Private Wealth Advisors’s Philip Morris PM Stock Holding History

International Private 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
-2,236
Closed -$370K – 176
2026
Q1 		$370K Buy
2,236
+137
+7% +$23.8K 0.23% 101
2025
Q4 		$337K Buy
2,099
+151
+8% +$23.4K 0.21% 103
2025
Q3 		$316K Sell
1,948
-284
-13% -$47.8K 0.2% 111
2025
Q2 		$407K Sell
2,232
-924
-29% -$159K 0.35% 80
2025
Q1 		$501K Buy
3,156
+469
+17% +$66.4K 0.48% 50
2024
Q4 		$323K Sell
2,687
-25
-0.9% -$3.15K 0.32% 87
2024
Q3 		$329K Sell
2,712
-164
-6% -$19.1K 0.48% 66
2024
Q2 		$291K Sell
2,876
-1,861
-39% -$182K 0.49% 74
2024
Q1 		$434K Buy
4,737
+2,099
+80% +$194K 0.84% 32
2023
Q4 		$248K Buy
+2,638
New +$243K 0.25% 71

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

International Private Wealth Advisors's PM Position: Q2 2026 in Review

International Private Wealth Advisors sold out of Philip Morris (PM) in Q2 2026, closing a stake of 2,236 shares — an estimated $370K sold.

International Private Wealth Advisors first reported a position in PM in Q4 2023 and held it in 10 quarters. The position peaked at $501K in Q1 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • International Private Wealth Advisors reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • International Private Wealth Advisors sold 2,236 Philip Morris shares in Q2 2026, an estimated $370K.
  • International Private Wealth Advisors first reported a position in Philip Morris in Q4 2023 and held it in 10 quarters.
  • International Private Wealth Advisors's Philip Morris position peaked at $501K in Q1 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.