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Wealth Advisors of Iowa’s Philip Morris PM Stock Holding History

Wealth Advisors of Iowa’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 		$321K Buy
1,941
+296
+18% +$51.4K 0.1% 66
2025
Q4 		$264K Sell
1,645
-71
-4% -$11K 0.09% 72
2025
Q3 		$278K Buy
1,716
+78
+5% +$13.1K 0.09% 67
2025
Q2 		$298K Buy
1,638
+3
+0.2% +$515 0.11% 55
2025
Q1 		$260K Buy
+1,635
New +$232K 0.11% 58

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Advisors of Iowa's PM Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its Philip Morris (PM) stake by 18% in Q1 2026, buying an estimated $51.4K and bringing the position to 1,941 shares worth $321K. The position accounts for 0.1% of the portfolio, ranked #66.

Wealth Advisors of Iowa first reported a position in PM in Q1 2025 and has held it in 5 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Wealth Advisors of Iowa held 1,941 shares of Philip Morris worth $321K as of Q1 2026.
  • Wealth Advisors of Iowa bought 296 Philip Morris shares in Q1 2026, an estimated $51.4K.
  • Philip Morris made up 0.1% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #66 holding.
  • Wealth Advisors of Iowa first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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