U.S. Capital Wealth Advisors’s Philip Morris PM Stock Holding History

U.S. Capital 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	$7.64M	Sell	46,181 -19,947	-30%	-$3.47M	0.19%	124
2025 Q4	$10.6M	Buy	66,128 +641	+1%	+$99.3K	0.28%	85
2025 Q3	$10.6M	Buy	65,487 +69	+0.1%	+$11.6K	0.29%	86
2025 Q2	$11.9M	Buy	65,418 +24,485	+60%	+$4.2M	0.35%	66
2025 Q1	$6.5M	Buy	40,933 +4,223	+12%	+$598K	0.2%	131
2024 Q4	$4.42M	Buy	36,710 +8,377	+30%	+$1.06M	0.14%	163
2024 Q3	$3.44M	Sell	28,333 -3,781	-12%	-$439K	0.12%	166
2024 Q2	$3.25M	Sell	32,114 -9,054	-22%	-$885K	0.12%	163
2024 Q1	$3.77M	Buy	41,168 +671	+2%	+$61.9K	0.15%	149
2023 Q4	$3.81M	Sell	40,497 -37,357	-48%	-$3.44M	0.15%	143
2023 Q3	$7.21M	Sell	77,854 -740	-0.9%	-$71.2K	0.32%	69
2023 Q2	$7.67M	Sell	78,594 -1,930	-2%	-$184K	0.36%	66
2023 Q1	$7.83M	Buy	80,524 +4,979	+7%	+$496K	0.36%	61
2022 Q4	$7.65M	Sell	75,545 -41,945	-36%	-$3.96M	0.35%	57
2022 Q3	$9.75M	Sell	117,490 -34	-0%	-$3.24K	0.49%	32
2022 Q2	$11.6M	Buy	117,524 +26,216	+29%	+$2.67M	0.51%	35
2022 Q1	$8.58M	Buy	91,308 +14,994	+20%	+$1.5M	0.31%	65
2021 Q4	$7.25M	Buy	76,314 +1,309	+2%	+$122K	0.29%	81
2021 Q3	$7.11M	Buy	+75,005	New	+$7.54M	0.31%	77

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

U.S. Capital Wealth Advisors's PM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Philip Morris (PM) stake by 30% in Q1 2026, selling an estimated $3.47M and leaving 46,181 shares worth $7.64M. The position accounts for 0.19% of the portfolio, ranked #124.

U.S. Capital Wealth Advisors first reported a position in PM in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

U.S. Capital Wealth Advisors held 46,181 shares of Philip Morris worth $7.64M as of Q1 2026.
U.S. Capital Wealth Advisors sold 19,947 Philip Morris shares in Q1 2026, an estimated $3.47M.
Philip Morris made up 0.19% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #124 holding.
U.S. Capital Wealth Advisors first reported a position in Philip Morris in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Philip Morris position peaked at $11.9M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.