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Pension & Wealth Management Advisors’s Philip Morris PM Stock Holding History

Pension & Wealth Management 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 		$2.69M Buy
14,865
+1
+0% +$173 0.73% 22
2026
Q1 		$2.46M Hold
14,864
– – 0.73% 23
2025
Q4 		$2.38M Hold
14,864
– – 0.71% 24
2025
Q3 		$2.41M Buy
14,864
+1
+0% +$168 0.76% 25
2025
Q2 		$2.71M Buy
14,863
+3
+0% +$515 0.91% 19
2025
Q1 		$2.36M Buy
14,860
+955
+7% +$135K 0.88% 23
2024
Q4 		$1.67M Buy
13,905
+13,855
+27,710% +$1.75M 0.67% 24
2024
Q3 		$6.12K Buy
50
+15
+43% +$1.74K ﹤0.01% 313
2024
Q2 		$3.55K Buy
+35
New +$3.42K ﹤0.01% 313

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pension & Wealth Management Advisors's PM Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Philip Morris (PM) stake by 0.01% in Q2 2026, buying an estimated $173 and bringing the position to 14,865 shares worth $2.69M. The position accounts for 0.73% of the portfolio, ranked #22.

Pension & Wealth Management Advisors first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q2 2025. 2,809 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Pension & Wealth Management Advisors held 14,865 shares of Philip Morris worth $2.69M as of Q2 2026.
  • Pension & Wealth Management Advisors bought 1 Philip Morris share in Q2 2026, an estimated $173.
  • Philip Morris made up 0.73% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #22 holding.
  • Pension & Wealth Management Advisors first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • Pension & Wealth Management Advisors's Philip Morris position peaked at $2.71M in Q2 2025.
  • 2,809 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.