Midland Wealth Advisors’s Philip Morris PM Stock Holding History

Midland 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 Q1	$276K	Buy	1,669 +13	+0.8%	+$2.26K	0.01%	141
2025 Q4	$266K	Sell	1,656 -3	-0.2%	-$465	0.01%	148
2025 Q3	$269K	Sell	1,659 -229	-12%	-$38.5K	0.01%	152
2025 Q2	$344K	Sell	1,888 -188	-9%	-$32.3K	0.02%	141
2025 Q1	$330K	Sell	2,076 -160	-7%	-$22.7K	0.02%	148
2024 Q4	$269K	Sell	2,236 -3	-0.1%	-$378	0.02%	168
2024 Q3	$272K	Sell	2,239 -3,245	-59%	-$377K	0.02%	170
2024 Q2	$556K	Buy	5,484 +3,212	+141%	+$314K	0.03%	131
2024 Q1	$208K	Sell	2,272 -105	-4%	-$9.68K	0.01%	189
2023 Q4	$224K	Buy	+2,377	New	+$219K	0.02%	178

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

Midland Wealth Advisors's PM Position: Q1 2026 in Review

Midland Wealth Advisors increased its Philip Morris (PM) stake by 0.79% in Q1 2026, buying an estimated $2.26K and bringing the position to 1,669 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #141.

Midland Wealth Advisors first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $556K in Q2 2024. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Midland Wealth Advisors held 1,669 shares of Philip Morris worth $276K as of Q1 2026.
Midland Wealth Advisors bought 13 Philip Morris shares in Q1 2026, an estimated $2.26K.
Philip Morris made up 0.01% of Midland Wealth Advisors's portfolio in Q1 2026, its #141 holding.
Midland Wealth Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Midland Wealth Advisors's Philip Morris position peaked at $556K in Q2 2024.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.