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 Q2	$370K	Hold	2,045	–	–	0.03%	272
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 $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

NWF Advisory Services's PM Position: Q2 2026 in Review

NWF Advisory Services held its Philip Morris (PM) position steady in Q2 2026 at 2,045 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #272.

NWF Advisory Services first reported a position in PM in Q1 2023 and has held it in 14 quarters since. The position peaked at $482K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

NWF Advisory Services held 2,045 shares of Philip Morris worth $370K as of Q2 2026.
NWF Advisory Services left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.03% of NWF Advisory Services's portfolio in Q2 2026, its #272 holding.
NWF Advisory Services first reported a position in Philip Morris in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Philip Morris position peaked at $482K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.