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True Link Financial Advisors’s Philip Morris PM Stock Holding History

True Link Financial 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 		– Sell
-190
Closed -$31.4K – 314
2026
Q1 		$31.4K Buy
+190
New +$33K ﹤0.01% 256

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

True Link Financial Advisors's PM Position: Q2 2026 in Review

True Link Financial Advisors sold out of Philip Morris (PM) in Q2 2026, closing a stake of 190 shares — an estimated $31.4K sold.

True Link Financial Advisors first reported a position in PM in Q1 2026 and held it in 1 quarter. The position peaked at $31.4K in Q1 2026. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • True Link Financial Advisors reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 190 Philip Morris shares in Q2 2026, an estimated $31.4K.
  • True Link Financial Advisors first reported a position in Philip Morris in Q1 2026 and held it in 1 quarter.
  • True Link Financial Advisors's Philip Morris position peaked at $31.4K in Q1 2026.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.