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 Q1	$31.4K	Buy	+190	New	+$33K	﹤0.01%	256

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

True Link Financial Advisors's PM Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in Philip Morris (PM) in Q1 2026: 190 shares worth $31.4K. The stake represents ﹤0.01% of the portfolio and ranks #256 among its holdings.

2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

True Link Financial Advisors held 190 shares of Philip Morris worth $31.4K as of Q1 2026.
Philip Morris was a new True Link Financial Advisors position in Q1 2026.
Philip Morris made up ﹤0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #256 holding.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.