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 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 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

Lifeworks Advisors's PM Position: Q1 2026 in Review

Lifeworks Advisors reduced its Philip Morris (PM) stake by 1.5% in Q1 2026, selling an estimated $8.17K and leaving 3,044 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #196.

Lifeworks Advisors first reported a position in PM in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.02M in Q4 2022. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Lifeworks Advisors held 3,044 shares of Philip Morris worth $503K as of Q1 2026.
Lifeworks Advisors sold 47 Philip Morris shares in Q1 2026, an estimated $8.17K.
Philip Morris made up 0.06% of Lifeworks Advisors's portfolio in Q1 2026, its #196 holding.
Lifeworks Advisors first reported a position in Philip Morris in Q2 2022 and has held it in 16 quarters since.
Lifeworks Advisors's Philip Morris position peaked at $3.02M in Q4 2022.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.