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 Q2	$427K	Sell	2,360 -272	-10%	-$47.2K	0.28%	57
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 $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

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

Muirfield Wealth Advisors reduced its Philip Morris (PM) stake by 10% in Q2 2026, selling an estimated $47.2K and leaving 2,360 shares worth $427K. The position accounts for 0.28% of the portfolio, ranked #57.

Muirfield Wealth Advisors first reported a position in PM in Q2 2025 and has held it in 4 quarters since. The position peaked at $435K in Q1 2026. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Muirfield Wealth Advisors held 2,360 shares of Philip Morris worth $427K as of Q2 2026.
Muirfield Wealth Advisors sold 272 Philip Morris shares in Q2 2026, an estimated $47.2K.
Philip Morris made up 0.28% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Muirfield Wealth Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
Muirfield Wealth Advisors's Philip Morris position peaked at $435K in Q1 2026.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.