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Revisor Wealth Management’s Philip Morris PM Stock Holding History

Revisor Wealth Management’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 		$2.7M Sell
14,848
-1,257
-8% -$218K 0.65% 27
2026
Q1 		$2.67M Sell
16,105
-25
-0.2% -$4.34K 0.74% 27
2025
Q4 		$2.67M Buy
16,130
+8,076
+100% +$1.25M 0.71% 32
2025
Q3 		$1.27M Buy
8,054
+246
+3% +$41.4K 0.44% 47
2025
Q2 		$1.42M Buy
7,808
+6,379
+446% +$1.1M 0.51% 37
2025
Q1 		$229K Buy
+1,429
New +$202K 0.1% 204

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

Revisor Wealth Management's PM Position: Q2 2026 in Review

Revisor Wealth Management reduced its Philip Morris (PM) stake by 7.8% in Q2 2026, selling an estimated $218K and leaving 14,848 shares worth $2.7M. The position accounts for 0.65% of the portfolio, ranked #27.

Revisor Wealth Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Revisor Wealth Management held 14,848 shares of Philip Morris worth $2.7M as of Q2 2026.
  • Revisor Wealth Management sold 1,257 Philip Morris shares in Q2 2026, an estimated $218K.
  • Philip Morris made up 0.65% of Revisor Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Revisor Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.