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Paces Ferry Wealth Advisors’s Philip Morris PM Stock Holding History

Paces Ferry 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 		$533K Sell
2,945
-87
-3% -$15.1K 0.2% 67
2026
Q1 		$501K Buy
3,032
+2
+0.1% +$348 0.21% 61
2025
Q4 		$486K Sell
3,030
-24
-0.8% -$3.72K 0.2% 69
2025
Q3 		$495K Hold
3,054
– – 0.21% 68
2025
Q2 		$556K Sell
3,054
-94
-3% -$16.1K 0.26% 57
2025
Q1 		$500K Sell
3,148
-186
-6% -$26.3K 0.25% 58
2024
Q4 		$401K Sell
3,334
-14
-0.4% -$1.77K 0.2% 71
2024
Q3 		$406K Buy
3,348
+7
+0.2% +$813 0.23% 71
2024
Q2 		$339K Buy
3,341
+12
+0.4% +$1.17K 0.2% 81
2024
Q1 		$305K Sell
3,329
-238
-7% -$21.9K 0.2% 83
2023
Q4 		$336K Buy
3,567
+20
+0.6% +$1.84K 0.23% 79
2023
Q3 		$328K Sell
3,547
-392
-10% -$37.7K 0.26% 72
2023
Q2 		$385K Sell
3,939
-390
-9% -$37.3K 0.29% 65
2023
Q1 		$421K Buy
4,329
+241
+6% +$24K 0.34% 63
2022
Q4 		$414K Buy
4,088
+154
+4% +$14.5K 0.4% 59
2022
Q3 		$327K Buy
3,934
+34
+0.9% +$3.24K 0.36% 65
2022
Q2 		$385K Sell
3,900
-293
-7% -$29.9K 0.38% 58
2022
Q1 		$394K Buy
4,193
+334
+9% +$33.4K 0.31% 67
2021
Q4 		$367K Sell
3,859
-284
-7% -$26.5K 0.26% 77
2021
Q3 		$393K Sell
4,143
-1,138
-22% -$114K 0.31% 71
2021
Q2 		$523K Buy
5,281
+223
+4% +$21.4K 0.4% 59
2021
Q1 		$449K Buy
5,058
+976
+24% +$82.9K 0.39% 61
2020
Q4 		$338K Sell
4,082
-232
-5% -$18.1K 0.31% 74
2020
Q3 		$323K Buy
+4,314
New +$333K 0.28% 71

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

Paces Ferry Wealth Advisors's PM Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Philip Morris (PM) stake by 2.9% in Q2 2026, selling an estimated $15.1K and leaving 2,945 shares worth $533K. The position accounts for 0.2% of the portfolio, ranked #67.

Paces Ferry Wealth Advisors first reported a position in PM in Q3 2020 and has held it in 24 quarters since. The position peaked at $556K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Paces Ferry Wealth Advisors held 2,945 shares of Philip Morris worth $533K as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 87 Philip Morris shares in Q2 2026, an estimated $15.1K.
  • Philip Morris made up 0.2% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Paces Ferry Wealth Advisors first reported a position in Philip Morris in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Philip Morris position peaked at $556K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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