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Valued Wealth Advisors’s Philip Morris PM Stock Holding History

Valued 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
-17
Closed -$2.75K – 766
2025
Q4 		$2.75K Hold
17
– – ﹤0.01% 376
2025
Q3 		$2.76K Hold
17
– – ﹤0.01% 356
2025
Q2 		$3.12K Hold
17
– – ﹤0.01% 340
2025
Q1 		$2.72K Hold
17
– – ﹤0.01% 381
2024
Q4 		$2.07K Hold
17
– – ﹤0.01% 403
2024
Q3 		$2.09K Buy
+17
New +$1.98K ﹤0.01% 364

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Valued Wealth Advisors sold out of Philip Morris (PM) in Q1 2026, closing a stake of 17 shares — an estimated $2.75K sold.

Valued Wealth Advisors first reported a position in PM in Q3 2024 and held it in 6 quarters. The position peaked at $3.12K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Valued Wealth Advisors reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 17 Philip Morris shares in Q1 2026, an estimated $2.75K.
  • Valued Wealth Advisors first reported a position in Philip Morris in Q3 2024 and held it in 6 quarters.
  • Valued Wealth Advisors's Philip Morris position peaked at $3.12K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.