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Wealth Preservation Advisors’s Philip Morris PM Stock Holding History

Wealth Preservation 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 		– Sell
-173
Closed -$28.6K – 717
2026
Q1 		$28.6K Buy
173
+35
+25% +$6.08K 0.02% 260
2025
Q4 		$22.1K Sell
138
-2
-1% -$310 0.01% 254
2025
Q3 		$22.7K Buy
140
+1
+0.7% +$168 0.01% 244
2025
Q2 		$25.3K Sell
139
-4
-3% -$687 0.02% 234
2025
Q1 		$22.7K Buy
+143
New +$20.3K 0.02% 249

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 Preservation Advisors's PM Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Philip Morris (PM) in Q2 2026, closing a stake of 173 shares — an estimated $28.6K sold.

Wealth Preservation Advisors first reported a position in PM in Q1 2025 and held it in 5 quarters. The position peaked at $28.6K in Q1 2026. 2,932 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 173 Philip Morris shares in Q2 2026, an estimated $28.6K.
  • Wealth Preservation Advisors first reported a position in Philip Morris in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Philip Morris position peaked at $28.6K in Q1 2026.
  • 2,932 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.