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Meridian Wealth Advisors’s Philip Morris PM Stock Holding History

Meridian 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 		$327K Buy
+1,809
New +$314K 0.04% 168
2019
Q1 		– Sell
-1,919
Closed -$128K – 326
2018
Q4 		$128K Buy
+1,919
New +$160K 0.1% 150

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

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

Meridian Wealth Advisors opened a new position in Philip Morris (PM) in Q2 2026: 1,809 shares worth $327K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings. This is a return to the name: Meridian Wealth Advisors previously reported a position in PM as recently as Q4 2018.

Meridian Wealth Advisors first reported a position in PM in Q4 2018 and has held it in 2 quarters since. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Meridian Wealth Advisors held 1,809 shares of Philip Morris worth $327K as of Q2 2026.
  • Philip Morris was a new Meridian Wealth Advisors position in Q2 2026.
  • Philip Morris made up 0.04% of Meridian Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Meridian Wealth Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 2 quarters since.
  • 2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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