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Strata Wealth Advisors’s Philip Morris PM Stock Holding History

Strata 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 		$479K Sell
2,895
-10
-0.3% -$1.74K 0.13% 53
2025
Q4 		$466K Sell
2,905
-1,178
-29% -$183K 0.13% 54
2025
Q3 		$662K Buy
+4,083
New +$687K 0.17% 49

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

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

Strata Wealth Advisors reduced its Philip Morris (PM) stake by 0.34% in Q1 2026, selling an estimated $1.74K and leaving 2,895 shares worth $479K. The position accounts for 0.13% of the portfolio, ranked #53.

Strata Wealth Advisors first reported a position in PM in Q3 2025 and has held it in 3 quarters since. The position peaked at $662K in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Strata Wealth Advisors held 2,895 shares of Philip Morris worth $479K as of Q1 2026.
  • Strata Wealth Advisors sold 10 Philip Morris shares in Q1 2026, an estimated $1.74K.
  • Philip Morris made up 0.13% of Strata Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Strata Wealth Advisors first reported a position in Philip Morris in Q3 2025 and has held it in 3 quarters since.
  • Strata Wealth Advisors's Philip Morris position peaked at $662K in Q3 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.