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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
Q2 		$297K Sell
1,639
-30
-2% -$5.2K 0.01% 141
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
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

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

Midland Wealth Advisors reduced its Philip Morris (PM) stake by 1.8% in Q2 2026, selling an estimated $5.2K and leaving 1,639 shares worth $297K. 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 11 quarters since. The position peaked at $556K in Q2 2024. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Midland Wealth Advisors held 1,639 shares of Philip Morris worth $297K as of Q2 2026.
  • Midland Wealth Advisors sold 30 Philip Morris shares in Q2 2026, an estimated $5.2K.
  • Philip Morris made up 0.01% of Midland Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Midland Wealth Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's Philip Morris position peaked at $556K in Q2 2024.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.