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Strategies Wealth Advisors’s Philip Morris PM Stock Holding History

Strategies 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 		– Sell
-1,344
Closed -$216K – 202
2025
Q4 		$216K Sell
1,344
-2,015
-60% -$312K 0.02% 171
2025
Q3 		$545K Sell
3,359
-1,370
-29% -$231K 0.06% 100
2025
Q2 		$861K Buy
+4,729
New +$812K 0.09% 62

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

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

Strategies Wealth Advisors sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,344 shares — an estimated $216K sold.

Strategies Wealth Advisors first reported a position in PM in Q2 2025 and held it in 3 quarters. The position peaked at $861K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Strategies Wealth Advisors reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Strategies Wealth Advisors sold 1,344 Philip Morris shares in Q1 2026, an estimated $216K.
  • Strategies Wealth Advisors first reported a position in Philip Morris in Q2 2025 and held it in 3 quarters.
  • Strategies Wealth Advisors's Philip Morris position peaked at $861K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.