Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Philip Morris PM Stock Holding History

Wealth Enhancement Advisory Services’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 		$80.2M Sell
459,315
-51,533
-10% -$8.94M 0.13% 132
2026
Q1 		$77.8M Sell
510,848
-81,833
-14% -$14.2M 0.16% 119
2025
Q4 		$91.8M Buy
592,681
+43,200
+8% +$6.69M 0.12% 147
2025
Q3 		$84.9M Buy
549,481
+51,399
+10% +$8.65M 0.13% 154
2025
Q2 		$89.1M Buy
498,082
+59,000
+13% +$10.1M 0.15% 137
2025
Q1 		$69.7M Buy
439,082
+87,631
+25% +$12.4M 0.13% 150
2024
Q4 		$42.3M Buy
351,451
+52,433
+18% +$6.61M 0.08% 230
2024
Q3 		$36.3M Buy
299,018
+7,804
+3% +$907K 0.08% 241
2024
Q2 		$29.5M Buy
291,214
+64,742
+29% +$6.33M 0.07% 263
2024
Q1 		$20.7M Buy
226,472
+7,667
+4% +$707K 0.05% 314
2023
Q4 		$20.6M Buy
218,805
+6,351
+3% +$585K 0.06% 291
2023
Q3 		$19.7M Buy
212,454
+204,687
+2,635% +$19.7M 0.06% 282
2023
Q2 		$758K Sell
7,767
-40,015
-84% -$3.82M 0.01% 302
2023
Q1 		$4.65M Buy
+47,782
New +$4.76M 0.05% 140
2021
Q3 		– Sell
-18,488
Closed -$1.84M – 329
2021
Q2 		$1.84M Buy
+18,488
New +$1.77M 0.03% 144
2020
Q4 		– Sell
-44,279
Closed -$3.51M – 240
2020
Q3 		$3.51M Buy
+44,279
New +$3.42M 0.09% 78
2020
Q2 		– Sell
-37,047
Closed -$2.86M – 248
2020
Q1 		$2.86M Buy
37,047
+6,491
+21% +$534K 0.1% 87
2019
Q4 		$2.6M Buy
30,556
+2,763
+10% +$228K 0.09% 93
2019
Q3 		$2.17M Buy
+27,793
New +$2.2M 0.09% 91

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's PM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Philip Morris (PM) stake by 10% in Q2 2026, selling an estimated $8.94M and leaving 459,315 shares worth $80.2M. The position accounts for 0.13% of the portfolio, ranked #132.

Wealth Enhancement Advisory Services first reported a position in PM in Q3 2019 and has held it in 19 quarters since. The position peaked at $91.8M in Q4 2025. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 459,315 shares of Philip Morris worth $80.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 51,533 Philip Morris shares in Q2 2026, an estimated $8.94M.
  • Philip Morris made up 0.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #132 holding.
  • Wealth Enhancement Advisory Services first reported a position in Philip Morris in Q3 2019 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's Philip Morris position peaked at $91.8M in Q4 2025.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.