Wealthfront Advisers
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Wealthfront Advisers’s Philip Morris PM Stock Holding History

Wealthfront Advisers’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 		$38.1M Buy
210,718
+10,748
+5% +$1.86M 0.07% 100
2026
Q1 		$33.1M Buy
199,970
+6,827
+4% +$1.19M 0.07% 98
2025
Q4 		$31M Sell
193,143
-17,439
-8% -$2.7M 0.07% 95
2025
Q3 		$34.2M Buy
210,582
+52
+0% +$8.75K 0.08% 83
2025
Q2 		$38.3M Buy
210,530
+15,226
+8% +$2.61M 0.1% 75
2025
Q1 		$31M Buy
195,304
+37,836
+24% +$5.36M 0.08% 77
2024
Q4 		$19M Buy
157,468
+10,255
+7% +$1.29M 0.06% 104
2024
Q3 		$17.9M Buy
147,213
+5,516
+4% +$641K 0.05% 99
2024
Q2 		$14.4M Buy
141,697
+22,206
+19% +$2.17M 0.05% 115
2024
Q1 		$10.9M Sell
119,491
-8,145
-6% -$751K 0.04% 137
2023
Q4 		$12M Buy
127,636
+6,107
+5% +$563K 0.05% 119
2023
Q3 		$11.3M Buy
121,529
+11,561
+11% +$1.11M 0.05% 110
2023
Q2 		$10.7M Sell
109,968
-4,299
-4% -$411K 0.05% 119
2023
Q1 		$11.1M Sell
114,267
-13,276
-10% -$1.32M 0.05% 104
2022
Q4 		$12.9M Sell
127,543
-4,490
-3% -$424K 0.06% 85
2022
Q3 		$11M Sell
132,033
-4,251
-3% -$405K 0.06% 84
2022
Q2 		$13.5M Buy
136,284
+37,668
+38% +$3.84M 0.07% 69
2022
Q1 		$9.26M Buy
98,616
+8,430
+9% +$843K 0.04% 111
2021
Q4 		$8.57M Sell
90,186
-3,951
-4% -$369K 0.04% 116
2021
Q3 		$8.92M Buy
94,137
+4,021
+4% +$404K 0.04% 98
2021
Q2 		$8.93M Buy
90,116
+16,255
+22% +$1.56M 0.04% 83
2021
Q1 		$6.55M Buy
73,861
+13,270
+22% +$1.13M 0.04% 100
2020
Q4 		$5.02M Sell
60,591
-864
-1% -$67.3K 0.03% 96
2020
Q3 		$4.61M Buy
61,455
+12,197
+25% +$941K 0.03% 85
2020
Q2 		$3.45M Sell
49,258
-19,010
-28% -$1.39M 0.03% 102
2020
Q1 		$4.98M Sell
68,268
-5,818
-8% -$479K 0.05% 69
2019
Q4 		$6.3M Buy
74,086
+11,151
+18% +$919K 0.05% 67
2019
Q3 		$4.78M Sell
62,935
-11,655
-16% -$924K 0.04% 75
2019
Q2 		$5.86M Sell
74,590
-22,577
-23% -$1.87M 0.05% 65
2019
Q1 		$8.59M Buy
97,167
+28,323
+41% +$2.28M 0.08% 45
2018
Q4 		$4.6M Buy
+68,844
New +$5.75M 0.05% 69

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

Wealthfront Advisers's PM Position: Q2 2026 in Review

Wealthfront Advisers increased its Philip Morris (PM) stake by 5.4% in Q2 2026, buying an estimated $1.86M and bringing the position to 210,718 shares worth $38.1M. The position accounts for 0.07% of the portfolio, ranked #100.

Wealthfront Advisers first reported a position in PM in Q4 2018 and has held it in 31 quarters since. The position peaked at $38.3M in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wealthfront Advisers held 210,718 shares of Philip Morris worth $38.1M as of Q2 2026.
  • Wealthfront Advisers bought 10,748 Philip Morris shares in Q2 2026, an estimated $1.86M.
  • Philip Morris made up 0.07% of Wealthfront Advisers's portfolio in Q2 2026, its #100 holding.
  • Wealthfront Advisers first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
  • Wealthfront Advisers's Philip Morris position peaked at $38.3M in Q2 2025.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.