Washington Trust Advisors’s Philip Morris PM Stock Holding History

Washington Trust 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	$833K	Sell	4,602 -333	-7%	-$57.8K	0.06%	130
2026 Q1	$816K	Buy	4,935 +50	+1%	+$8.69K	0.07%	125
2025 Q4	$784K	Sell	4,885 -15	-0.3%	-$2.32K	0.06%	123
2025 Q3	$795K	Sell	4,900 -400	-8%	-$67.3K	0.06%	121
2025 Q2	$965K	Hold	5,300	–	–	0.08%	103
2025 Q1	$841K	Sell	5,300 -10	-0.2%	-$1.42K	0.07%	105
2024 Q4	$639K	Sell	5,310 -308	-5%	-$38.9K	0.05%	119
2024 Q3	$682K	Sell	5,618 -1,030	-15%	-$120K	0.06%	114
2024 Q2	$674K	Sell	6,648 -2,350	-26%	-$230K	0.06%	109
2024 Q1	$824K	Sell	8,998 -800	-8%	-$73.8K	0.08%	104
2023 Q4	$922K	Sell	9,798 -800	-8%	-$73.7K	0.09%	101
2023 Q3	$981K	Hold	10,598	–	–	0.1%	90
2023 Q2	$1.03M	Sell	10,598 -800	-7%	-$76.4K	0.1%	95
2023 Q1	$1.11M	Sell	11,398 -260	-2%	-$25.9K	0.11%	86
2022 Q4	$1.18M	Sell	11,658 -776	-6%	-$73.2K	0.13%	84
2022 Q3	$1.03M	Hold	12,434	–	–	0.1%	103
2022 Q2	$1.23M	Sell	12,434 -277	-2%	-$28.2K	0.11%	101
2022 Q1	$1.19M	Sell	12,711 -6,267	-33%	-$627K	0.08%	105
2021 Q4	$1.8M	Buy	+18,978	New	+$1.77M	0.12%	93

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Trust Advisors's PM Position: Q2 2026 in Review

Washington Trust Advisors reduced its Philip Morris (PM) stake by 6.7% in Q2 2026, selling an estimated $57.8K and leaving 4,602 shares worth $833K. The position accounts for 0.06% of the portfolio, ranked #130.

Washington Trust Advisors first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q4 2021. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Washington Trust Advisors held 4,602 shares of Philip Morris worth $833K as of Q2 2026.
Washington Trust Advisors sold 333 Philip Morris shares in Q2 2026, an estimated $57.8K.
Philip Morris made up 0.06% of Washington Trust Advisors's portfolio in Q2 2026, its #130 holding.
Washington Trust Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Philip Morris position peaked at $1.8M in Q4 2021.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.