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Lifeworks Advisors’s Philip Morris PM Stock Holding History

Lifeworks 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 		$421K Sell
2,327
-717
-24% -$124K 0.04% 223
2026
Q1 		$503K Sell
3,044
-47
-2% -$8.17K 0.06% 196
2025
Q4 		$496K Sell
3,091
-3,456
-53% -$535K 0.06% 211
2025
Q3 		$1.06M Sell
6,547
-90
-1% -$15.1K 0.14% 132
2025
Q2 		$1.21M Buy
6,637
+211
+3% +$36.2K 0.18% 112
2025
Q1 		$1.02M Buy
6,426
+1,387
+28% +$196K 0.17% 123
2024
Q4 		$606K Buy
5,039
+730
+17% +$92.1K 0.11% 150
2024
Q3 		$523K Buy
4,309
+111
+3% +$12.9K 0.1% 157
2024
Q2 		$425K Sell
4,198
-789
-16% -$77.1K 0.12% 141
2024
Q1 		$457K Buy
4,987
+467
+10% +$43.1K 0.13% 134
2023
Q4 		$425K Sell
4,520
-1,883
-29% -$173K 0.15% 129
2023
Q3 		$593K Sell
6,403
-883
-12% -$85K 0.23% 106
2023
Q2 		$711K Sell
7,286
-17,455
-71% -$1.67M 0.3% 88
2023
Q1 		$2.41M Sell
24,741
-5,115
-17% -$510K 1.14% 30
2022
Q4 		$3.02M Buy
29,856
+275
+0.9% +$26K 1.7% 18
2022
Q3 		$2.72M Buy
29,581
+26,579
+885% +$2.53M 1.55% 19
2022
Q2 		$296K Buy
+3,002
New +$306K 0.19% 102

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 $3.37T 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

Lifeworks Advisors's PM Position: Q2 2026 in Review

Lifeworks Advisors reduced its Philip Morris (PM) stake by 24% in Q2 2026, selling an estimated $124K and leaving 2,327 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #223.

Lifeworks Advisors first reported a position in PM in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.02M in Q4 2022. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Lifeworks Advisors held 2,327 shares of Philip Morris worth $421K as of Q2 2026.
  • Lifeworks Advisors sold 717 Philip Morris shares in Q2 2026, an estimated $124K.
  • Philip Morris made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #223 holding.
  • Lifeworks Advisors first reported a position in Philip Morris in Q2 2022 and has held it in 17 quarters since.
  • Lifeworks Advisors's Philip Morris position peaked at $3.02M in Q4 2022.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.