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Long Run Wealth Advisors’s Philip Morris PM Stock Holding History

Long Run 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
2025
Q4 		$997K Buy
6,214
+1,990
+47% +$308K 0.19% 67
2025
Q3 		$685K Buy
4,224
+2,390
+130% +$402K 0.13% 69
2025
Q2 		$334K Sell
1,834
-3,402
-65% -$584K 0.07% 85
2025
Q1 		$831K Buy
5,236
+98
+2% +$13.9K 0.19% 68
2024
Q4 		$618K Buy
5,138
+1,958
+62% +$247K 0.15% 70
2024
Q3 		$386K Buy
3,180
+1,060
+50% +$123K 0.09% 79
2024
Q2 		$215K Buy
+2,120
New +$207K 0.05% 96

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Long Run Wealth Advisors's PM Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Philip Morris (PM) stake by 47% in Q4 2025, buying an estimated $308K and bringing the position to 6,214 shares worth $997K. The position accounts for 0.19% of the portfolio, ranked #67.

Long Run Wealth Advisors first reported a position in PM in Q2 2024 and has held it in 7 quarters since. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Long Run Wealth Advisors held 6,214 shares of Philip Morris worth $997K as of Q4 2025.
  • Long Run Wealth Advisors bought 1,990 Philip Morris shares in Q4 2025, an estimated $308K.
  • Philip Morris made up 0.19% of Long Run Wealth Advisors's portfolio in Q4 2025, its #67 holding.
  • Long Run Wealth Advisors first reported a position in Philip Morris in Q2 2024 and has held it in 7 quarters since.
  • 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.