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TruWealth Advisors’s Philip Morris PM Stock Holding History

TruWealth 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 		$359K Buy
2,173
+14
+0.6% +$2.43K 0.02% 139
2025
Q4 		$346K Buy
2,159
+445
+26% +$68.9K 0.02% 143
2025
Q3 		$278K Sell
1,714
-398
-19% -$67K 0.01% 150
2025
Q2 		$385K Buy
2,112
+211
+11% +$36.2K 0.02% 130
2025
Q1 		$302K Sell
1,901
-140
-7% -$19.8K 0.02% 127
2024
Q4 		$246K Sell
2,041
-119
-6% -$15K 0.01% 143
2024
Q3 		$262K Sell
2,160
-5
-0.2% -$581 0.02% 139
2024
Q2 		$219K Sell
2,165
-279
-11% -$27.3K 0.01% 155
2024
Q1 		$224K Hold
2,444
– – 0.02% 153
2023
Q4 		$230K Sell
2,444
-197
-7% -$18.1K 0.02% 140
2023
Q3 		$245K Sell
2,641
-147
-5% -$14.1K 0.02% 130
2023
Q2 		$272K Buy
2,788
+11
+0.4% +$1.05K 0.02% 126
2023
Q1 		$270K Buy
2,777
+118
+4% +$11.8K 0.02% 127
2022
Q4 		$269K Sell
2,659
-13
-0.5% -$1.23K 0.03% 119
2022
Q3 		$222K Buy
2,672
+30
+1% +$2.86K 0.02% 124
2022
Q2 		$261K Sell
2,642
-12
-0.5% -$1.22K 0.03% 116
2022
Q1 		$249K Buy
2,654
+123
+5% +$12.3K 0.03% 107
2021
Q4 		$240K Hold
2,531
– – 0.02% 112
2021
Q3 		$240K Sell
2,531
-13
-0.5% -$1.31K 0.03% 105
2021
Q2 		$252K Sell
2,544
-209
-8% -$20.1K 0.03% 99
2021
Q1 		$244K Buy
2,753
+281
+11% +$23.9K 0.03% 96
2020
Q4 		$205K Buy
+2,472
New +$192K 0.03% 107

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TruWealth Advisors's PM Position: Q1 2026 in Review

TruWealth Advisors increased its Philip Morris (PM) stake by 0.65% in Q1 2026, buying an estimated $2.43K and bringing the position to 2,173 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #139.

TruWealth Advisors first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $385K in Q2 2025. 2,867 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • TruWealth Advisors held 2,173 shares of Philip Morris worth $359K as of Q1 2026.
  • TruWealth Advisors bought 14 Philip Morris shares in Q1 2026, an estimated $2.43K.
  • Philip Morris made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #139 holding.
  • TruWealth Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Philip Morris position peaked at $385K in Q2 2025.
  • 2,867 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.