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SOA Wealth Advisors’s Philip Morris PM Stock Holding History

SOA 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 		$216K Buy
36,475
+4,089
+13% +$709K 0.04% 197
2026
Q1 		$179K Buy
32,386
+6
+0% +$1.04K 0.03% 211
2025
Q4 		$173K Sell
32,380
-2,770
-8% -$429K 0.03% 218
2025
Q3 		$177K Buy
35,150
+5
+0% +$841 0.03% 217
2025
Q2 		$193K Buy
35,145
+8,494
+32% +$1.46M 0.04% 199
2025
Q1 		$113K Buy
26,651
+26,109
+4,817% +$3.7M 0.02% 247
2024
Q4 		$65.2K Sell
542
-161
-23% -$20.3K 0.01% 297
2024
Q3 		$85.3K Sell
703
-24
-3% -$2.79K 0.02% 261
2024
Q2 		$73.7K Buy
727
+3
+0.4% +$293 0.01% 272
2024
Q1 		$66.3K Buy
724
+5
+0.7% +$461 0.01% 279
2023
Q4 		$67.6K Buy
719
+6
+0.8% +$553 0.02% 269
2023
Q3 		$66.1K Buy
713
+4
+0.6% +$385 0.02% 257
2023
Q2 		$69.2K Buy
709
+5
+0.7% +$478 0.02% 263
2023
Q1 		$68.5K Buy
704
+4
+0.6% +$399 0.02% 254
2022
Q4 		$70.9K Sell
700
-159
-19% -$15K 0.02% 246
2022
Q3 		$71K Buy
859
+4
+0.5% +$381 0.02% 231
2022
Q2 		$84K Sell
855
-11
-1% -$1.12K 0.02% 217
2022
Q1 		$81K Buy
866
+4
+0.5% +$400 0.02% 255
2021
Q4 		$81K Buy
862
+5
+0.6% +$467 0.02% 245
2021
Q3 		$81K Buy
857
+4
+0.5% +$402 0.02% 251
2021
Q2 		$84K Buy
853
+5
+0.6% +$480 0.02% 241
2021
Q1 		$75K Buy
848
+2
+0.2% +$170 0.02% 229
2020
Q4 		$72K Buy
+846
New +$65.9K 0.02% 225

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

SOA Wealth Advisors's PM Position: Q2 2026 in Review

SOA Wealth Advisors increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $709K and bringing the position to 36,475 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #197.

SOA Wealth Advisors first reported a position in PM in Q4 2020 and has held it in 23 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • SOA Wealth Advisors held 36,475 shares of Philip Morris worth $216K as of Q2 2026.
  • SOA Wealth Advisors bought 4,089 Philip Morris shares in Q2 2026, an estimated $709K.
  • Philip Morris made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • SOA Wealth Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.