Wealthspire Advisors (New York)’s Philip Morris PM Stock Holding History

Wealthspire Advisors (New York)’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	$10.1M	Buy	60,938 +1,561	+3%	+$271K	0.08%	113
2025 Q4	$9.52M	Sell	59,377 -536	-0.9%	-$83K	0.08%	121
2025 Q3	$9.72M	Sell	59,913 -37,267	-38%	-$6.27M	0.05%	117
2025 Q2	$17.7M	Buy	97,180 +50,672	+109%	+$8.7M	0.1%	83
2025 Q1	$7.38M	Buy	46,508 +833	+2%	+$118K	0.04%	138
2024 Q4	$5.5M	Sell	45,675 -735	-2%	-$92.7K	0.05%	139
2024 Q3	$5.63M	Buy	46,410 +1,308	+3%	+$152K	0.06%	143
2024 Q2	$4.57M	Buy	45,102 +19,879	+79%	+$1.94M	0.06%	121
2024 Q1	$2.31M	Sell	25,223 -1,477	-6%	-$136K	0.03%	182
2023 Q4	$2.51M	Buy	26,700 +332	+1%	+$30.6K	0.04%	165
2023 Q3	$2.44M	Buy	26,368 +2,569	+11%	+$247K	0.04%	150
2023 Q2	$2.32M	Sell	23,799 -247	-1%	-$23.6K	0.04%	138
2023 Q1	$2.34M	Sell	24,046 -2,506	-9%	-$250K	0.04%	134
2022 Q4	$2.69M	Buy	26,552 +1,639	+7%	+$155K	0.05%	130
2022 Q3	$2.07M	Buy	24,913 +355	+1%	+$33.9K	0.04%	140
2022 Q2	$2.42M	Buy	24,558 +10,553	+75%	+$1.08M	0.05%	128
2022 Q1	$1.32M	Sell	14,005 -3,898	-22%	-$390K	0.03%	162
2021 Q4	$1.7M	Sell	17,903 -3,273	-15%	-$306K	0.04%	160
2021 Q3	$2.01M	Buy	21,176 +13,365	+171%	+$1.34M	0.04%	166
2021 Q2	$774K	Sell	7,811 -18,404	-70%	-$1.77M	0.02%	184
2021 Q1	$2.33M	Buy	26,215 +9,825	+60%	+$834K	0.06%	162
2020 Q4	$1.36M	Sell	16,390 -7,960	-33%	-$620K	0.04%	171
2020 Q3	$1.83M	Buy	24,350 +6,790	+39%	+$524K	0.11%	88
2020 Q2	$1.23M	Sell	17,560 -13,947	-44%	-$1.02M	0.09%	96
2020 Q1	$2.3M	Buy	31,507 +8,540	+37%	+$703K	0.1%	117
2019 Q4	$1.95M	Buy	22,967 +2,490	+12%	+$205K	0.14%	43
2019 Q3	$1.55M	Buy	20,477 +9,172	+81%	+$727K	0.13%	36
2019 Q2	$888K	Buy	11,305 +593	+6%	+$49K	0.08%	36
2019 Q1	$947K	Buy	10,712 +337	+3%	+$27.1K	0.09%	28
2018 Q4	$693K	Buy	+10,375	New	+$867K	0.07%	32

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s PM Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Philip Morris (PM) stake by 2.6% in Q1 2026, buying an estimated $271K and bringing the position to 60,938 shares worth $10.1M. The position accounts for 0.08% of the portfolio, ranked #113.

Wealthspire Advisors (New York) first reported a position in PM in Q4 2018 and has held it in 30 quarters since. The position peaked at $17.7M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Wealthspire Advisors (New York) held 60,938 shares of Philip Morris worth $10.1M as of Q1 2026.
Wealthspire Advisors (New York) bought 1,561 Philip Morris shares in Q1 2026, an estimated $271K.
Philip Morris made up 0.08% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #113 holding.
Wealthspire Advisors (New York) first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s Philip Morris position peaked at $17.7M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.