Opal Wealth Advisors’s Philip Morris PM Stock Holding History

Opal 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	$1.09M	Sell	6,566 -342	-5%	-$59.4K	0.25%	38
2025 Q4	$1.11M	Sell	6,908 -1,063	-13%	-$165K	0.29%	41
2025 Q3	$1.29M	Buy	7,971 +601	+8%	+$101K	0.36%	33
2025 Q2	$1.34M	Buy	7,370 +2,363	+47%	+$406K	0.37%	32
2025 Q1	$795K	Buy	5,007 +97	+2%	+$13.7K	0.25%	46
2024 Q4	$591K	Buy	4,910 +467	+11%	+$58.9K	0.18%	80
2024 Q3	$539K	Buy	4,443 +2,152	+94%	+$250K	0.17%	77
2024 Q2	$232K	Sell	2,291 -399	-15%	-$39K	0.07%	156
2024 Q1	$246K	Sell	2,690 -865	-24%	-$79.8K	0.08%	146
2023 Q4	$334K	Buy	3,555 +21	+0.6%	+$1.94K	0.13%	119
2023 Q3	$327K	Buy	3,534 +286	+9%	+$27.5K	0.19%	88
2023 Q2	$317K	Buy	3,248 +6	+0.2%	+$573	0.16%	87
2023 Q1	$315K	Buy	3,242 +947	+41%	+$94.4K	0.18%	66
2022 Q4	$232K	Buy	+2,295	New	+$217K	0.13%	106
2022 Q3	–	Sell	-2,260	Closed	-$223K	–	116
2022 Q2	$223K	Buy	+2,260	New	+$230K	0.15%	95

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

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

Opal Wealth Advisors reduced its Philip Morris (PM) stake by 5% in Q1 2026, selling an estimated $59.4K and leaving 6,566 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #38.

Opal Wealth Advisors first reported a position in PM in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Opal Wealth Advisors held 6,566 shares of Philip Morris worth $1.09M as of Q1 2026.
Opal Wealth Advisors sold 342 Philip Morris shares in Q1 2026, an estimated $59.4K.
Philip Morris made up 0.25% of Opal Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Opal Wealth Advisors first reported a position in Philip Morris in Q2 2022 and has held it in 15 quarters since.
Opal Wealth Advisors's Philip Morris position peaked at $1.34M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.