Twin Peaks Wealth Advisors’s Philip Morris PM Stock Holding History

Twin Peaks 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	$238K	Buy	1,439 +43	+3%	+$7.47K	0.06%	165
2025 Q4	$254K	Buy	+1,396	New	+$216K	0.07%	155
2025 Q3	–	Sell	-1,213	Closed	-$204K	–	1576
2025 Q2	$204K	Buy	+1,213	New	+$208K	0.07%	154

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

Twin Peaks Wealth Advisors's PM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Philip Morris (PM) stake by 3.1% in Q1 2026, buying an estimated $7.47K and bringing the position to 1,439 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #165.

Twin Peaks Wealth Advisors first reported a position in PM in Q2 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Twin Peaks Wealth Advisors held 1,439 shares of Philip Morris worth $238K as of Q1 2026.
Twin Peaks Wealth Advisors bought 43 Philip Morris shares in Q1 2026, an estimated $7.47K.
Philip Morris made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #165 holding.
Twin Peaks Wealth Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
Twin Peaks Wealth Advisors's Philip Morris position peaked at $254K in Q4 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.