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 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 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

International Private Wealth Advisors's PM Position: Q1 2026 in Review

International Private Wealth Advisors increased its Philip Morris (PM) stake by 6.5% in Q1 2026, buying an estimated $23.8K and bringing the position to 2,236 shares worth $370K. The position accounts for 0.23% of the portfolio, ranked #101.

International Private Wealth Advisors first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $501K in Q1 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

International Private Wealth Advisors held 2,236 shares of Philip Morris worth $370K as of Q1 2026.
International Private Wealth Advisors bought 137 Philip Morris shares in Q1 2026, an estimated $23.8K.
Philip Morris made up 0.23% of International Private Wealth Advisors's portfolio in Q1 2026, its #101 holding.
International Private Wealth Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
International Private Wealth Advisors's Philip Morris position peaked at $501K in Q1 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.