VWA
PM icon

Visionary Wealth Advisors’s Philip Morris PM Stock Holding History

Visionary 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 		$1.07M Buy
5,919
+94
+2% +$16.3K 0.04% 301
2026
Q1 		$963K Sell
5,825
-436
-7% -$75.8K 0.04% 296
2025
Q4 		$1M Buy
6,261
+778
+14% +$121K 0.05% 277
2025
Q3 		$889K Sell
5,483
-297
-5% -$50K 0.04% 292
2025
Q2 		$1.05M Sell
5,780
-294
-5% -$50.5K 0.05% 271
2025
Q1 		$964K Buy
6,074
+270
+5% +$38.2K 0.06% 266
2024
Q4 		$699K Buy
5,804
+3
+0.1% +$378 0.04% 304
2024
Q3 		$704K Sell
5,801
-43
-0.7% -$5K 0.04% 299
2024
Q2 		$592K Sell
5,844
-1,563
-21% -$153K 0.04% 303
2024
Q1 		$679K Buy
7,407
+85
+1% +$7.84K 0.05% 281
2023
Q4 		$689K Sell
7,322
-601
-8% -$55.4K 0.05% 269
2023
Q3 		$733K Sell
7,923
-356
-4% -$34.3K 0.06% 245
2023
Q2 		$808K Buy
8,279
+150
+2% +$14.3K 0.06% 235
2023
Q1 		$791K Buy
8,129
+4,357
+116% +$434K 0.07% 217
2022
Q4 		$382K Sell
3,772
-50
-1% -$4.72K 0.04% 280
2022
Q3 		$317K Sell
3,822
-755
-16% -$72K 0.03% 283
2022
Q2 		$452K Buy
4,577
+134
+3% +$13.7K 0.04% 254
2022
Q1 		$417K Buy
4,443
+137
+3% +$13.7K 0.03% 278
2021
Q4 		$409K Buy
4,306
+621
+17% +$58K 0.03% 254
2021
Q3 		$349K Sell
3,685
-69
-2% -$6.94K 0.04% 227
2021
Q2 		$372K Sell
3,754
-429
-10% -$41.2K 0.04% 240
2021
Q1 		$371K Sell
4,183
-301
-7% -$25.6K 0.04% 224
2020
Q4 		$371K Buy
4,484
+210
+5% +$16.3K 0.04% 213
2020
Q3 		$320K Buy
4,274
+992
+30% +$76.5K 0.05% 187
2020
Q2 		$230K Buy
3,282
+389
+13% +$28.4K 0.04% 210
2020
Q1 		$211K Sell
2,893
-40
-1% -$3.29K 0.04% 186
2019
Q4 		$249K Buy
+2,933
New +$242K 0.04% 182

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

Visionary Wealth Advisors's PM Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Philip Morris (PM) stake by 1.6% in Q2 2026, buying an estimated $16.3K and bringing the position to 5,919 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #301.

Visionary Wealth Advisors first reported a position in PM in Q4 2019 and has held it in 27 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Visionary Wealth Advisors held 5,919 shares of Philip Morris worth $1.07M as of Q2 2026.
  • Visionary Wealth Advisors bought 94 Philip Morris shares in Q2 2026, an estimated $16.3K.
  • Philip Morris made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #301 holding.
  • Visionary Wealth Advisors first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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