Wealth Architects’s Philip Morris PM Stock Holding History

Wealth Architects’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	$1.37M	Sell	7,579 -75	-1%	-$13K	0.11%	90
2026 Q1	$1.27M	Buy	7,654 +15	+0.2%	+$2.61K	0.11%	85
2025 Q4	$1.23M	Buy	7,639 +14	+0.2%	+$2.17K	0.11%	84
2025 Q3	$1.24M	Sell	7,625 -9	-0.1%	-$1.51K	0.12%	81
2025 Q2	$1.39M	Sell	7,634 -40	-0.5%	-$6.87K	0.14%	75
2025 Q1	$1.22M	Buy	7,674 +1,621	+27%	+$230K	0.13%	79
2024 Q4	$729K	Sell	6,053 -50	-0.8%	-$6.31K	0.08%	100
2024 Q3	$741K	Hold	6,103	–	–	0.08%	98
2024 Q2	$618K	Sell	6,103 -51	-0.8%	-$4.99K	0.08%	107
2024 Q1	$564K	Sell	6,154 -98	-2%	-$9.04K	0.07%	108
2023 Q4	$588K	Buy	6,252 +50	+0.8%	+$4.61K	0.08%	103
2023 Q3	$574K	Buy	6,202 +62	+1%	+$5.97K	0.1%	96
2023 Q2	$599K	Sell	6,140 -407	-6%	-$38.9K	0.1%	91
2023 Q1	$637K	Buy	6,547 +299	+5%	+$29.8K	0.11%	82
2022 Q4	$632K	Sell	6,248 -166	-3%	-$15.7K	0.12%	81
2022 Q3	$532K	Sell	6,414 -311	-5%	-$29.7K	0.11%	82
2022 Q2	$664K	Sell	6,725 -63	-0.9%	-$6.42K	0.13%	72
2022 Q1	$638K	Buy	6,788 +720	+12%	+$72K	0.11%	88
2021 Q4	$576K	Sell	6,068 -260	-4%	-$24.3K	0.1%	95
2021 Q3	$600K	Buy	6,328 +83	+1%	+$8.35K	0.12%	81
2021 Q2	$619K	Buy	6,245 +296	+5%	+$28.4K	0.12%	75
2021 Q1	$528K	Buy	5,949 +37	+0.6%	+$3.14K	0.11%	80
2020 Q4	$489K	Buy	5,912 +9	+0.2%	+$701	0.11%	79
2020 Q3	$443K	Sell	5,903 -3	-0.1%	-$231	0.12%	79
2020 Q2	$414K	Buy	5,906 +255	+5%	+$18.6K	0.12%	81
2020 Q1	$412K	Sell	5,651 -42	-0.7%	-$3.46K	0.14%	74
2019 Q4	$484K	Sell	5,693 -130	-2%	-$10.7K	0.14%	67
2019 Q3	$442K	Buy	5,823 +17	+0.3%	+$1.35K	0.13%	66
2019 Q2	$456K	Buy	5,806 +136	+2%	+$11.2K	0.14%	66
2019 Q1	$501K	Sell	5,670 -11	-0.2%	-$886	0.16%	60
2018 Q4	$379K	Buy	5,681 +3	+0.1%	+$251	0.14%	71
2018 Q3	$463K	Sell	5,678 -275	-5%	-$22.6K	0.14%	64
2018 Q2	$481K	Hold	5,953	–	–	0.16%	60
2018 Q1	$592K	Hold	5,953	–	–	0.2%	48
2017 Q4	$629K	Hold	5,953	–	–	0.21%	51
2017 Q3	$661K	Buy	5,953 +314	+6%	+$36.5K	0.23%	50
2017 Q2	$662K	Sell	5,639 -6	-0.1%	-$695	0.25%	52
2017 Q1	$637K	Hold	5,645	–	–	0.25%	50
2016 Q4	$516K	Hold	5,645	–	–	0.23%	55
2016 Q3	$548K	Hold	5,645	–	–	0.25%	53
2016 Q2	$674K	Hold	5,645	–	–	0.33%	39
2016 Q1	$554K	Buy	5,645 +6	+0.1%	+$550	0.28%	52
2015 Q4	$496K	Hold	5,639	–	–	0.25%	62
2015 Q3	$447K	Hold	5,639	–	–	0.24%	63
2015 Q2	$452K	Hold	5,639	–	–	0.24%	64
2015 Q1	$425K	Sell	5,639 -243	-4%	-$19.7K	0.24%	53
2014 Q4	$479K	Buy	+5,882	New	+$505K	0.28%	50

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

Wealth Architects's PM Position: Q2 2026 in Review

Wealth Architects reduced its Philip Morris (PM) stake by 0.98% in Q2 2026, selling an estimated $13K and leaving 7,579 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #90.

Wealth Architects first reported a position in PM in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.39M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Wealth Architects held 7,579 shares of Philip Morris worth $1.37M as of Q2 2026.
Wealth Architects sold 75 Philip Morris shares in Q2 2026, an estimated $13K.
Philip Morris made up 0.11% of Wealth Architects's portfolio in Q2 2026, its #90 holding.
Wealth Architects first reported a position in Philip Morris in Q4 2014 and has held it in 47 quarters since.
Wealth Architects's Philip Morris position peaked at $1.39M in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.