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Regent Peak Wealth Advisors’s Philip Morris PM Stock Holding History

Regent Peak 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 		$488K Buy
2,697
+132
+5% +$22.9K 0.09% 99
2026
Q1 		$424K Buy
2,565
+214
+9% +$37.2K 0.09% 105
2025
Q4 		$377K Sell
2,351
-125
-5% -$19.4K 0.07% 116
2025
Q3 		$402K Buy
+2,476
New +$417K 0.08% 106
2025
Q1 		$374K Buy
2,357
+55
+2% +$7.79K 0.09% 100
2024
Q4 		$277K Buy
2,302
+93
+4% +$11.7K 0.06% 131
2024
Q3 		$268K Buy
2,209
+96
+5% +$11.2K 0.06% 132
2024
Q2 		$214K Buy
+2,113
New +$207K 0.05% 153
2024
Q1 		– Sell
-2,246
Closed -$211K – 177
2023
Q4 		$211K Buy
+2,246
New +$207K 0.06% 153
2021
Q1 		– Sell
-1,005
Closed -$83K – 758
2020
Q4 		$83K Buy
+1,005
New +$78.2K 0.03% 240

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

Regent Peak Wealth Advisors's PM Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Philip Morris (PM) stake by 5.1% in Q2 2026, buying an estimated $22.9K and bringing the position to 2,697 shares worth $488K. The position accounts for 0.09% of the portfolio, ranked #99.

Regent Peak Wealth Advisors first reported a position in PM in Q4 2020 and has held it in 10 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,697 shares of Philip Morris worth $488K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 132 Philip Morris shares in Q2 2026, an estimated $22.9K.
  • Philip Morris made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Regent Peak Wealth Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 10 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.