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One Wealth Advisors’s Philip Morris PM Stock Holding History

One 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 		$747K Buy
4,128
+168
+4% +$29.1K 0.08% 130
2026
Q1 		$655K Buy
3,960
+29
+0.7% +$5.04K 0.08% 139
2025
Q4 		$631K Sell
3,931
-420
-10% -$65.1K 0.08% 143
2025
Q3 		$706K Buy
4,351
+386
+10% +$64.9K 0.09% 123
2025
Q2 		$722K Sell
3,965
-102
-3% -$17.5K 0.1% 117
2025
Q1 		$651K Buy
4,067
+205
+5% +$29K 0.1% 123
2024
Q4 		$465K Sell
3,862
-102
-3% -$12.9K 0.07% 127
2024
Q3 		$487K Buy
3,964
+7
+0.2% +$813 0.07% 134
2024
Q2 		$459K Buy
3,957
+112
+3% +$11K 0.1% 110
2024
Q1 		$357K Buy
+3,845
New +$355K 0.06% 163
2023
Q1 		– Sell
-2,431
Closed -$246K – 488
2022
Q4 		$246K Sell
2,431
-81
-3% -$7.64K 0.06% 164
2022
Q3 		$209K Sell
2,512
-91
-3% -$8.68K 0.07% 160
2022
Q2 		$257K Buy
2,603
+93
+4% +$9.48K 0.07% 154
2022
Q1 		$236K Buy
2,510
+32
+1% +$3.2K 0.06% 182
2021
Q4 		$235K Buy
2,478
+107
+5% +$10K 0.06% 173
2021
Q3 		$225K Buy
2,371
+42
+2% +$4.22K 0.07% 188
2021
Q2 		$231K Buy
+2,329
New +$223K 0.07% 153

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

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

One Wealth Advisors increased its Philip Morris (PM) stake by 4.2% in Q2 2026, buying an estimated $29.1K and bringing the position to 4,128 shares worth $747K. The position accounts for 0.08% of the portfolio, ranked #130.

One Wealth Advisors first reported a position in PM in Q2 2021 and has held it in 17 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • One Wealth Advisors held 4,128 shares of Philip Morris worth $747K as of Q2 2026.
  • One Wealth Advisors bought 168 Philip Morris shares in Q2 2026, an estimated $29.1K.
  • Philip Morris made up 0.08% of One Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • One Wealth Advisors first reported a position in Philip Morris in Q2 2021 and has held it in 17 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.