Tulsa Wealth Advisors’s Philip Morris PM Stock Holding History

Tulsa 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	–	Sell	-1,354	Closed	-$217K	–	171
2025 Q4	$217K	Buy	+1,354	New	+$210K	0.07%	104

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

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

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

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

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

Tulsa Wealth Advisors sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,354 shares — an estimated $217K sold.

Tulsa Wealth Advisors first reported a position in PM in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Tulsa Wealth Advisors reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
Tulsa Wealth Advisors sold 1,354 Philip Morris shares in Q1 2026, an estimated $217K.
Tulsa Wealth Advisors first reported a position in Philip Morris in Q4 2025 and held it in 1 quarter.
Tulsa Wealth Advisors's Philip Morris position peaked at $217K in Q4 2025.
2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.