Primoris Wealth Advisors’s Philip Morris PM Stock Holding History

Primoris 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	$2.93M	Hold	17,713	–	–	2.05%	17
2025 Q4	$2.84M	Hold	17,713	–	–	1.7%	21
2025 Q3	$2.87M	Sell	17,713 -3,100	-15%	-$522K	1.83%	17
2025 Q2	$3.79M	Buy	20,813 +6,150	+42%	+$1.06M	2.59%	12
2025 Q1	$2.33M	Sell	14,663 -5,250	-26%	-$744K	1.8%	20
2024 Q4	$2.4M	Sell	19,913 -3,050	-13%	-$385K	1.82%	18
2024 Q3	$2.82M	Buy	22,963 +9,450	+70%	+$1.1M	2.05%	16
2024 Q2	$1.37M	Buy	13,513 +250	+2%	+$24.4K	1.09%	30
2024 Q1	$1.22M	Buy	+13,263	New	+$1.22M	0.97%	36

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

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

Primoris Wealth Advisors held its Philip Morris (PM) position steady in Q1 2026 at 17,713 shares worth $2.93M. The position accounts for 2.05% of the portfolio, ranked #17.

Primoris Wealth Advisors first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.79M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Primoris Wealth Advisors held 17,713 shares of Philip Morris worth $2.93M as of Q1 2026.
Primoris Wealth Advisors left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 2.05% of Primoris Wealth Advisors's portfolio in Q1 2026, its #17 holding.
Primoris Wealth Advisors first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
Primoris Wealth Advisors's Philip Morris position peaked at $3.79M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.