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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
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 $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 Preservation Advisors's PM Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Philip Morris (PM) stake by 25% in Q1 2026, buying an estimated $6.08K and bringing the position to 173 shares worth $28.6K. The position accounts for 0.02% of the portfolio, ranked #260.

Wealth Preservation Advisors first reported a position in PM in Q1 2025 and has held it in 5 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Wealth Preservation Advisors held 173 shares of Philip Morris worth $28.6K as of Q1 2026.
  • Wealth Preservation Advisors bought 35 Philip Morris shares in Q1 2026, an estimated $6.08K.
  • Philip Morris made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #260 holding.
  • Wealth Preservation Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.