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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
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% +$2.35K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

W Advisors LLC's PM Position: Q2 2026 in Review

W Advisors LLC held its Philip Morris (PM) position steady in Q2 2026 at 4,252 shares worth $769K. The position accounts for 0.35% of the portfolio, ranked #59.

W Advisors LLC first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $777K in Q2 2025. 1,370 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • W Advisors LLC held 4,252 shares of Philip Morris worth $769K as of Q2 2026.
  • W Advisors LLC left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.35% of W Advisors LLC's portfolio in Q2 2026, its #59 holding.
  • W Advisors LLC first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • W Advisors LLC's Philip Morris position peaked at $777K in Q2 2025.
  • 1,370 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.