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Virginia Estate & Retirement Planning Advisors’s Philip Morris PM Stock Holding History

Virginia Estate & Retirement Planning 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 		$107K Buy
591
+2
+0.3% +$347 0.13% 36
2026
Q1 		$97.4K Buy
+589
New +$102K 0.17% 20

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's PM Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its Philip Morris (PM) stake by 0.34% in Q2 2026, buying an estimated $347 and bringing the position to 591 shares worth $107K. The position accounts for 0.13% of the portfolio, ranked #36.

Virginia Estate & Retirement Planning Advisors first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 2,896 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 591 shares of Philip Morris worth $107K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors bought 2 Philip Morris shares in Q2 2026, an estimated $347.
  • Philip Morris made up 0.13% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #36 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • 2,896 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.