San Luis Wealth Advisors’s Philip Morris PM Stock Holding History

San Luis 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	$1.23M	Sell	6,805 -648	-9%	-$112K	0.19%	79
2026 Q1	$1.23M	Sell	7,453 -257	-3%	-$44.7K	0.2%	71
2025 Q4	$1.24M	Buy	7,710 +1,639	+27%	+$254K	0.21%	67
2025 Q3	$985K	Buy	6,071 +947	+18%	+$159K	0.18%	75
2025 Q2	$933K	Sell	5,124 -152	-3%	-$26.1K	0.2%	62
2025 Q1	$838K	Sell	5,276 -1,779	-25%	-$252K	0.19%	58
2024 Q4	$849K	Buy	7,055 +876	+14%	+$111K	0.16%	67
2024 Q3	$750K	Buy	6,179 +2,985	+93%	+$347K	0.15%	65
2024 Q2	$324K	Buy	+3,194	New	+$312K	0.08%	94

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

San Luis Wealth Advisors's PM Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Philip Morris (PM) stake by 8.7% in Q2 2026, selling an estimated $112K and leaving 6,805 shares worth $1.23M. The position accounts for 0.19% of the portfolio, ranked #79.

San Luis Wealth Advisors first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

San Luis Wealth Advisors held 6,805 shares of Philip Morris worth $1.23M as of Q2 2026.
San Luis Wealth Advisors sold 648 Philip Morris shares in Q2 2026, an estimated $112K.
Philip Morris made up 0.19% of San Luis Wealth Advisors's portfolio in Q2 2026, its #79 holding.
San Luis Wealth Advisors first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
San Luis Wealth Advisors's Philip Morris position peaked at $1.24M in Q4 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.