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Principia Wealth Advisory’s Philip Morris PM Stock Holding History

Principia Wealth Advisory’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 		$26.1K Buy
144
+31
+27% +$5.38K 0.01% 162
2026
Q1 		$18.7K Sell
113
-574
-84% -$99.7K 0.01% 163
2025
Q4 		$110K Buy
687
+387
+129% +$60K 0.07% 95
2025
Q3 		$48.7K Buy
300
+225
+300% +$37.9K 0.03% 122
2025
Q2 		$13.7K Buy
75
+18
+32% +$3.09K 0.01% 147
2025
Q1 		$8.65K Buy
57
+19
+50% +$2.69K 0.01% 136
2024
Q4 		$4.57K Buy
+38
New +$4.79K ﹤0.01% 157

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's PM Position: Q2 2026 in Review

Principia Wealth Advisory increased its Philip Morris (PM) stake by 27% in Q2 2026, buying an estimated $5.38K and bringing the position to 144 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #162.

Principia Wealth Advisory first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $110K in Q4 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Principia Wealth Advisory held 144 shares of Philip Morris worth $26.1K as of Q2 2026.
  • Principia Wealth Advisory bought 31 Philip Morris shares in Q2 2026, an estimated $5.38K.
  • Philip Morris made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #162 holding.
  • Principia Wealth Advisory first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Philip Morris position peaked at $110K in Q4 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.