MFA Wealth Advisors’s Philip Morris PM Stock Holding History

MFA 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	$223K	Buy	+1,234	New	+$214K	0.04%	93
2024 Q4	–	Sell	-943	Closed	-$114K	–	305
2024 Q3	$114K	Hold	943	–	–	0.03%	129
2024 Q2	$95.6K	Buy	+943	New	+$92.2K	0.02%	136
2020 Q3	–	Sell	-11	Closed	-$771	–	166
2020 Q2	$771	Buy	+11	New	+$802	﹤0.01%	243

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

MFA Wealth Advisors opened a new position in Philip Morris (PM) in Q2 2026: 1,234 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #93 among its holdings. This is a return to the name: MFA Wealth Advisors previously reported a position in PM as recently as Q3 2024.

MFA Wealth Advisors first reported a position in PM in Q2 2020 and has held it in 4 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

MFA Wealth Advisors held 1,234 shares of Philip Morris worth $223K as of Q2 2026.
Philip Morris was a new MFA Wealth Advisors position in Q2 2026.
Philip Morris made up 0.04% of MFA Wealth Advisors's portfolio in Q2 2026, its #93 holding.
MFA Wealth Advisors first reported a position in Philip Morris in Q2 2020 and has held it in 4 quarters since.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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