Outlook Wealth Advisors’s Philip Morris PM Stock Holding History

Outlook 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	$231K	Sell	1,277 -43	-3%	-$7.46K	0.05%	285
2026 Q1	$218K	Hold	1,320	–	–	0.05%	299
2025 Q4	$212K	Buy	1,320 +58	+5%	+$8.99K	0.05%	289
2025 Q3	$205K	Buy	1,262 +16	+1%	+$2.69K	0.05%	287
2025 Q2	$227K	Buy	+1,246	New	+$214K	0.06%	259
2020 Q4	–	Sell	-2,747	Closed	-$206K	–	189
2020 Q3	$206K	Buy	+2,747	New	+$212K	0.08%	159
2020 Q1	–	Sell	-4,077	Closed	-$347K	–	176
2019 Q4	$347K	Sell	4,077 -3,461	-46%	-$285K	0.2%	106
2019 Q3	$572K	Sell	7,538 -2,618	-26%	-$207K	0.34%	65
2019 Q2	$798K	Buy	10,156 +296	+3%	+$24.5K	0.53%	47
2019 Q1	$872K	Sell	9,860 -8,050	-45%	-$648K	0.72%	34
2018 Q4	$1.2M	Buy	+17,910	New	+$1.5M	0.55%	45

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

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

Outlook Wealth Advisors reduced its Philip Morris (PM) stake by 3.3% in Q2 2026, selling an estimated $7.46K and leaving 1,277 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #285.

Outlook Wealth Advisors first reported a position in PM in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2018. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Outlook Wealth Advisors held 1,277 shares of Philip Morris worth $231K as of Q2 2026.
Outlook Wealth Advisors sold 43 Philip Morris shares in Q2 2026, an estimated $7.46K.
Philip Morris made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #285 holding.
Outlook Wealth Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 11 quarters since.
Outlook Wealth Advisors's Philip Morris position peaked at $1.2M in Q4 2018.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.