Wealthcare Advisory Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.04M | Sell |
11,259
-5,838
| -34% | -$1.01M | 0.04% | 357 |
|
|
2026
Q1 | $2.83M | Buy |
17,097
+3,569
| +26% | +$620K | 0.06% | 289 |
|
|
2025
Q4 | $2.17M | Sell |
13,528
-6,789
| -33% | -$1.05M | 0.04% | 348 |
|
|
2025
Q3 | $3.3M | Buy |
20,317
+2,946
| +17% | +$496K | 0.07% | 233 |
|
|
2025
Q2 | $3.16M | Buy |
17,371
+553
| +3% | +$95K | 0.07% | 231 |
|
|
2025
Q1 | $2.67M | Buy |
16,818
+203
| +1% | +$28.8K | 0.07% | 234 |
|
|
2024
Q4 | $2M | Sell |
16,615
-100
| -0.6% | -$12.6K | 0.06% | 272 |
|
|
2024
Q3 | $2.03M | Buy |
16,715
+5,356
| +47% | +$622K | 0.06% | 269 |
|
|
2024
Q2 | $1.15M | Buy |
11,359
+837
| +8% | +$81.8K | 0.04% | 345 |
|
|
2024
Q1 | $964K | Buy |
10,522
+848
| +9% | +$78.2K | 0.03% | 377 |
|
|
2023
Q4 | $910K | Buy |
9,674
+1,217
| +14% | +$112K | 0.04% | 334 |
|
|
2023
Q3 | $783K | Buy |
8,457
+348
| +4% | +$33.5K | 0.04% | 327 |
|
|
2023
Q2 | $792K | Sell |
8,109
-861
| -10% | -$82.3K | 0.04% | 342 |
|
|
2023
Q1 | $872K | Buy |
8,970
+126
| +1% | +$12.6K | 0.04% | 318 |
|
|
2022
Q4 | $895K | Buy |
8,844
+793
| +10% | +$74.8K | 0.04% | 297 |
|
|
2022
Q3 | $668K | Sell |
8,051
-56
| -0.7% | -$5.34K | 0.04% | 292 |
|
|
2022
Q2 | $800K | Buy |
8,107
+193
| +2% | +$19.7K | 0.05% | 239 |
|
|
2022
Q1 | $743K | Buy |
7,914
+314
| +4% | +$31.4K | 0.05% | 242 |
|
|
2021
Q4 | $722K | Buy |
7,600
+993
| +15% | +$92.8K | 0.04% | 251 |
|
|
2021
Q3 | $626K | Buy |
6,607
+412
| +7% | +$41.4K | 0.04% | 278 |
|
|
2021
Q2 | $614K | Sell |
6,195
-243
| -4% | -$23.3K | 0.04% | 275 |
|
|
2021
Q1 | $571K | Buy |
6,438
+1,118
| +21% | +$94.9K | 0.04% | 265 |
|
|
2020
Q4 | $440K | Buy |
5,320
+389
| +8% | +$30.3K | 0.04% | 255 |
|
|
2020
Q3 | $370K | Buy |
4,931
+220
| +5% | +$17K | 0.04% | 248 |
|
|
2020
Q2 | $330K | Sell |
4,711
-50
| -1% | -$3.65K | 0.04% | 227 |
|
|
2020
Q1 | $347K | Sell |
4,761
-1,709
| -26% | -$141K | 0.05% | 199 |
|
|
2019
Q4 | $551K | Sell |
6,470
-278
| -4% | -$22.9K | 0.07% | 166 |
|
|
2019
Q3 | $512K | Buy |
6,748
+430
| +7% | +$34.1K | 0.07% | 147 |
|
|
2019
Q2 | $496K | Buy |
6,318
+515
| +9% | +$42.5K | 0.08% | 145 |
|
|
2019
Q1 | $513K | Buy |
5,803
+229
| +4% | +$18.4K | 0.09% | 132 |
|
|
2018
Q4 | $372K | Buy |
5,574
+157
| +3% | +$13.1K | 0.07% | 138 |
|
|
2018
Q3 | $442K | Sell |
5,417
-1,748
| -24% | -$143K | 0.08% | 131 |
|
|
2018
Q2 | $578K | Buy |
7,165
+351
| +5% | +$29.8K | 0.11% | 107 |
|
|
2018
Q1 | $677K | Buy |
6,814
+1,611
| +31% | +$168K | 0.15% | 85 |
|
|
2017
Q4 | $550K | Buy |
5,203
+2,090
| +67% | +$223K | 0.14% | 83 |
|
|
2017
Q3 | $346K | Buy |
+3,113
| New | +$362K | 0.1% | 107 |
|
Other funds holding PM
FWIA
CF
PL
CIPU
NONA
DC
HCM
Wealthcare Advisory Partners's PM Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Philip Morris (PM) stake by 34% in Q2 2026, selling an estimated $1.01M and leaving 11,259 shares worth $2.04M. The position accounts for 0.04% of the portfolio, ranked #357.
Wealthcare Advisory Partners first reported a position in PM in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.3M in Q3 2025. 854 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Wealthcare Advisory Partners held 11,259 shares of Philip Morris worth $2.04M as of Q2 2026.
- Wealthcare Advisory Partners sold 5,838 Philip Morris shares in Q2 2026, an estimated $1.01M.
- Philip Morris made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #357 holding.
- Wealthcare Advisory Partners first reported a position in Philip Morris in Q3 2017 and has held it in 36 quarters since.
- Wealthcare Advisory Partners's Philip Morris position peaked at $3.3M in Q3 2025.
- 854 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.