W Advisors LLC
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W Advisors LLC’s Philip Morris PM Stock Holding History

W Advisors LLC’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
Q3 		$830K Buy
4,349
+97
+2% +$18.3K 0.36% 59
2026
Q2 		$769K Hold
4,252
– – 0.35% 59
2026
Q1 		$703K Sell
4,252
-14
-0.3% -$2.43K 0.36% 60
2025
Q4 		$684K Buy
4,266
+2
+0% +$310 0.34% 64
2025
Q3 		$692K Sell
4,264
-4
-0.1% -$673 0.36% 63
2025
Q2 		$777K Sell
4,268
-49
-1% -$8.41K 0.45% 52
2025
Q1 		$685K Buy
4,317
+138
+3% +$19.5K 0.43% 60
2024
Q4 		$503K Sell
4,179
-28
-0.7% -$3.53K 0.31% 67
2024
Q3 		$511K Buy
4,207
+60
+1% +$6.97K 0.31% 64
2024
Q2 		$420K Buy
4,147
+19
+0.5% +$1.86K 0.28% 69
2024
Q1 		$378K Buy
4,128
+41
+1% +$3.78K 0.26% 75
2023
Q4 		$385K Buy
4,087
+321
+9% +$29.6K 0.28% 71
2023
Q3 		$349K Sell
3,766
-214
-5% -$20.6K 0.29% 70
2023
Q2 		$389K Hold
3,980
– – 0.3% 69
2023
Q1 		$387K Sell
3,980
-90
-2% -$8.97K 0.32% 69
2022
Q4 		$412K Sell
4,070
-159
-4% -$15K 0.34% 71
2022
Q3 		$351K Sell
4,229
-28
-0.7% -$2.67K 0.33% 69
2022
Q2 		$421K Buy
4,257
+23
+0.5% +$2.34K 0.36% 68
2022
Q1 		$398K Buy
4,234
+320
+8% +$32K 0.3% 74
2021
Q4 		$372K Buy
+3,914
New +$366K 0.28% 74

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

W Advisors LLC's PM Position: Q3 2026 in Review

W Advisors LLC increased its Philip Morris (PM) stake by 2.3% in Q3 2026, buying an estimated $18.3K and bringing the position to 4,349 shares worth $830K. The position accounts for 0.36% of the portfolio, ranked #59.

W Advisors LLC first reported a position in PM in Q4 2021 and has held it in 20 quarters since. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • W Advisors LLC held 4,349 shares of Philip Morris worth $830K as of Q3 2026.
  • W Advisors LLC bought 97 Philip Morris shares in Q3 2026, an estimated $18.3K.
  • Philip Morris made up 0.36% of W Advisors LLC's portfolio in Q3 2026, its #59 holding.
  • W Advisors LLC first reported a position in Philip Morris in Q4 2021 and has held it in 20 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.