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Serenus Wealth Advisors’s Philip Morris PM Stock Holding History

Serenus 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
Q1 		$422K Hold
2,555
– – 0.08% 43
2025
Q4 		$410K Hold
2,555
– – 0.08% 47
2025
Q3 		$414K Hold
2,555
– – 0.07% 45
2025
Q2 		$465K Hold
2,555
– – 0.08% 40
2025
Q1 		$406K Buy
2,555
+150
+6% +$21.2K 0.07% 40
2024
Q4 		$289K Buy
+2,405
New +$303K 0.05% 41

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Serenus Wealth Advisors's PM Position: Q1 2026 in Review

Serenus Wealth Advisors held its Philip Morris (PM) position steady in Q1 2026 at 2,555 shares worth $422K. The position accounts for 0.08% of the portfolio, ranked #43.

Serenus Wealth Advisors first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $465K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Serenus Wealth Advisors held 2,555 shares of Philip Morris worth $422K as of Q1 2026.
  • Serenus Wealth Advisors left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.08% of Serenus Wealth Advisors's portfolio in Q1 2026, its #43 holding.
  • Serenus Wealth Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Serenus Wealth Advisors's Philip Morris position peaked at $465K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Serenus Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.