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 Q2	$290K	Buy	1,603 +164	+11%	+$28.4K	0.07%	172
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 $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

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

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

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

Twin Peaks Wealth Advisors's PM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Philip Morris (PM) stake by 11% in Q2 2026, buying an estimated $28.4K and bringing the position to 1,603 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #172.

Twin Peaks Wealth Advisors first reported a position in PM in Q2 2025 and has held it in 4 quarters since. 2,932 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Twin Peaks Wealth Advisors held 1,603 shares of Philip Morris worth $290K as of Q2 2026.
Twin Peaks Wealth Advisors bought 164 Philip Morris shares in Q2 2026, an estimated $28.4K.
Philip Morris made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #172 holding.
Twin Peaks Wealth Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
2,932 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.