Muirfield Wealth Advisors’s Philip Morris PM Stock Holding History

Muirfield 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	$435K	Buy	2,632 +453	+21%	+$78.7K	0.32%	52
2025 Q4	$350K	Buy	+2,179	New	+$338K	0.26%	58
2025 Q3	–	Sell	-1,104	Closed	-$201K	–	75
2025 Q2	$201K	Buy	+1,104	New	+$190K	0.16%	70

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

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

Muirfield Wealth Advisors increased its Philip Morris (PM) stake by 21% in Q1 2026, buying an estimated $78.7K and bringing the position to 2,632 shares worth $435K. The position accounts for 0.32% of the portfolio, ranked #52.

Muirfield Wealth Advisors first reported a position in PM in Q2 2025 and has held it in 3 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Muirfield Wealth Advisors held 2,632 shares of Philip Morris worth $435K as of Q1 2026.
Muirfield Wealth Advisors bought 453 Philip Morris shares in Q1 2026, an estimated $78.7K.
Philip Morris made up 0.32% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #52 holding.
Muirfield Wealth Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.