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LifeGoal Wealth Advisors’s Philip Morris PM Stock Holding History

LifeGoal 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 		$282K Buy
1,560
+39
+3% +$6.76K 0.13% 103
2026
Q1 		$239K Buy
+1,521
New +$264K 0.14% 97

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

LifeGoal Wealth Advisors increased its Philip Morris (PM) stake by 2.6% in Q2 2026, buying an estimated $6.76K and bringing the position to 1,560 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #103.

LifeGoal Wealth Advisors first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 1,391 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • LifeGoal Wealth Advisors held 1,560 shares of Philip Morris worth $282K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 39 Philip Morris shares in Q2 2026, an estimated $6.76K.
  • Philip Morris made up 0.13% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • LifeGoal Wealth Advisors first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.