WCG Wealth Advisors’s Philip Morris PM Stock Holding History

WCG 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 Q1	$11.4M	Buy	69,157 +2,542	+4%	+$442K	0.32%	83
2025 Q4	$10.7M	Buy	66,615 +38,814	+140%	+$6.01M	0.3%	84
2025 Q3	$4.51M	Sell	27,801 -4,985	-15%	-$839K	0.28%	88
2025 Q2	$5.97M	Buy	32,786 +402	+1%	+$69K	0.39%	78
2025 Q1	$5.14M	Sell	32,384 -3,219	-9%	-$456K	0.39%	79
2024 Q4	$4.29M	Buy	35,603 +1,580	+5%	+$199K	0.28%	97
2024 Q3	$4.13M	Sell	34,023 -44	-0.1%	-$5.11K	0.28%	97
2024 Q2	$3.45M	Buy	34,067 +1,835	+6%	+$179K	0.26%	91
2024 Q1	$2.95M	Sell	32,232 -10,262	-24%	-$946K	0.25%	93
2023 Q4	$4M	Sell	42,494 -4,383	-9%	-$404K	0.29%	82
2023 Q3	$4.39M	Buy	46,877 +5,956	+15%	+$573K	0.32%	74
2023 Q2	$4M	Buy	40,921 +4,715	+13%	+$450K	0.47%	53
2023 Q1	$3.52M	Buy	36,206 +2,664	+8%	+$265K	0.45%	53
2022 Q4	$3.39M	Buy	33,542 +3,846	+13%	+$363K	0.47%	54
2022 Q3	$2.7M	Sell	29,696 -1,361	-4%	-$130K	0.36%	60
2022 Q2	$3.07M	Buy	+31,057	New	+$3.17M	0.43%	54

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCG Wealth Advisors's PM Position: Q1 2026 in Review

WCG Wealth Advisors increased its Philip Morris (PM) stake by 3.8% in Q1 2026, buying an estimated $442K and bringing the position to 69,157 shares worth $11.4M. The position accounts for 0.32% of the portfolio, ranked #83.

WCG Wealth Advisors first reported a position in PM in Q2 2022 and has held it in 16 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

WCG Wealth Advisors held 69,157 shares of Philip Morris worth $11.4M as of Q1 2026.
WCG Wealth Advisors bought 2,542 Philip Morris shares in Q1 2026, an estimated $442K.
Philip Morris made up 0.32% of WCG Wealth Advisors's portfolio in Q1 2026, its #83 holding.
WCG Wealth Advisors first reported a position in Philip Morris in Q2 2022 and has held it in 16 quarters since.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.