NWF Advisory Services’s Philip Morris PM Stock Holding History

NWF Advisory Services’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	$338K	Sell	2,045 -90	-4%	-$15.6K	0.04%	277
2025 Q4	$342K	Sell	2,135 -664	-24%	-$103K	0.04%	264
2025 Q3	$454K	Buy	2,799 +150	+6%	+$25.2K	0.05%	225
2025 Q2	$482K	Buy	2,649 +1,285	+94%	+$221K	0.06%	213
2025 Q1	$217K	Sell	1,364 -1,356	-50%	-$192K	0.03%	306
2024 Q4	$331K	Sell	2,720 -620	-19%	-$78.2K	0.05%	190
2024 Q3	$405K	Buy	3,340 +711	+27%	+$82.6K	0.06%	197
2024 Q2	$266K	Hold	2,629	–	–	0.04%	238
2024 Q1	$241K	Buy	2,629 +100	+4%	+$9.22K	0.04%	254
2023 Q4	$238K	Hold	2,529	–	–	0.05%	233
2023 Q3	$234K	Hold	2,529	–	–	0.06%	213
2023 Q2	$247K	Hold	2,529	–	–	0.06%	208
2023 Q1	$247K	Buy	+2,529	New	+$252K	0.06%	207

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

NWF Advisory Services's PM Position: Q1 2026 in Review

NWF Advisory Services reduced its Philip Morris (PM) stake by 4.2% in Q1 2026, selling an estimated $15.6K and leaving 2,045 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #277.

NWF Advisory Services first reported a position in PM in Q1 2023 and has held it in 13 quarters since. The position peaked at $482K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

NWF Advisory Services held 2,045 shares of Philip Morris worth $338K as of Q1 2026.
NWF Advisory Services sold 90 Philip Morris shares in Q1 2026, an estimated $15.6K.
Philip Morris made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #277 holding.
NWF Advisory Services first reported a position in Philip Morris in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Philip Morris position peaked at $482K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.