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 Q2	$3.49M	Buy	19,298 +1,585	+9%	+$275K	1.59%	18
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 $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

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

Primoris Wealth Advisors increased its Philip Morris (PM) stake by 8.9% in Q2 2026, buying an estimated $275K and bringing the position to 19,298 shares worth $3.49M. The position accounts for 1.59% of the portfolio, ranked #18.

Primoris Wealth Advisors first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.79M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Primoris Wealth Advisors held 19,298 shares of Philip Morris worth $3.49M as of Q2 2026.
Primoris Wealth Advisors bought 1,585 Philip Morris shares in Q2 2026, an estimated $275K.
Philip Morris made up 1.59% of Primoris Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Primoris Wealth Advisors first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
Primoris Wealth Advisors's Philip Morris position peaked at $3.79M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.