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 Q2	$2.16M	Buy	11,928 +1,225	+11%	+$212K	0.12%	173
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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Stratos Wealth Advisors increased its Philip Morris (PM) stake by 11% in Q2 2026, buying an estimated $212K and bringing the position to 11,928 shares worth $2.16M. The position accounts for 0.12% of the portfolio, ranked #173.

Stratos Wealth Advisors first reported a position in PM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.45M in Q4 2021. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Stratos Wealth Advisors held 11,928 shares of Philip Morris worth $2.16M as of Q2 2026.
Stratos Wealth Advisors bought 1,225 Philip Morris shares in Q2 2026, an estimated $212K.
Philip Morris made up 0.12% of Stratos Wealth Advisors's portfolio in Q2 2026, its #173 holding.
Stratos Wealth Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
Stratos Wealth Advisors's Philip Morris position peaked at $2.45M in Q4 2021.
2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.