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Stratos Wealth Advisors’s Philip Morris PM Stock Holding History

Stratos 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 		$1.77M Buy
10,703
+467
+5% +$81.2K 0.11% 192
2025
Q4 		$1.64M Sell
10,236
-316
-3% -$49K 0.08% 240
2025
Q3 		$1.71M Buy
10,552
+28
+0.3% +$4.71K 0.08% 244
2025
Q2 		$1.92M Sell
10,524
-736
-7% -$126K 0.1% 210
2025
Q1 		$1.79M Sell
11,260
-1,443
-11% -$204K 0.1% 209
2024
Q4 		$1.53M Sell
12,703
-1,175
-8% -$148K 0.07% 257
2024
Q3 		$1.68M Sell
13,878
-327
-2% -$38K 0.08% 270
2024
Q2 		$1.44M Buy
14,205
+3,315
+30% +$324K 0.07% 266
2024
Q1 		$998K Buy
10,890
+677
+7% +$62.4K 0.06% 326
2023
Q4 		$961K Sell
10,213
-1,328
-12% -$122K 0.06% 338
2023
Q3 		$1.07M Buy
11,541
+6,166
+115% +$593K 0.07% 287
2023
Q2 		$525K Buy
5,375
+26
+0.5% +$2.48K 0.04% 425
2023
Q1 		$520K Sell
5,349
-1,386
-21% -$138K 0.04% 411
2022
Q4 		$682K Buy
6,735
+1,475
+28% +$139K 0.06% 345
2022
Q3 		$437K Sell
5,260
-3,272
-38% -$312K 0.05% 372
2022
Q2 		$843K Sell
8,532
-16,179
-65% -$1.65M 0.08% 291
2022
Q1 		$2.32M Sell
24,711
-1,083
-4% -$108K 0.19% 143
2021
Q4 		$2.45M Buy
25,794
+2,448
+10% +$229K 0.18% 161
2021
Q3 		$2.21M Buy
23,346
+4,913
+27% +$494K 0.19% 150
2021
Q2 		$1.83M Buy
18,433
+11,649
+172% +$1.12M 0.16% 166
2021
Q1 		$602K Buy
6,784
+81
+1% +$6.88K 0.06% 285
2020
Q4 		$555K Buy
6,703
+1,701
+34% +$132K 0.08% 234
2020
Q3 		$375K Buy
5,002
+11
+0.2% +$849 0.09% 220
2020
Q2 		$350K Buy
4,991
+1,435
+40% +$105K 0.11% 185
2020
Q1 		$259K Buy
3,556
+175
+5% +$14.4K 0.18% 123
2019
Q4 		$288K Sell
3,381
-8,377
-71% -$690K 0.16% 133
2019
Q3 		$893K Buy
11,758
+4,462
+61% +$354K 0.34% 77
2019
Q2 		$573K Buy
7,296
+224
+3% +$18.5K 0.23% 97
2019
Q1 		$625K Sell
7,072
-362
-5% -$29.2K 0.34% 80
2018
Q4 		$496K Buy
+7,434
New +$621K 0.33% 90

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

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

Stratos Wealth Advisors increased its Philip Morris (PM) stake by 4.6% in Q1 2026, buying an estimated $81.2K and bringing the position to 10,703 shares worth $1.77M. The position accounts for 0.11% of the portfolio, ranked #192.

Stratos Wealth Advisors first reported a position in PM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.45M in Q4 2021. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Stratos Wealth Advisors held 10,703 shares of Philip Morris worth $1.77M as of Q1 2026.
  • Stratos Wealth Advisors bought 467 Philip Morris shares in Q1 2026, an estimated $81.2K.
  • Philip Morris made up 0.11% of Stratos Wealth Advisors's portfolio in Q1 2026, its #192 holding.
  • Stratos Wealth Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Philip Morris position peaked at $2.45M in Q4 2021.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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