Wescott Financial Advisory Group’s Philip Morris PM Stock Holding History

Wescott Financial Advisory Group’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	$264K	Buy	1,598 +229	+17%	+$39.8K	0.02%	167
2025 Q4	$220K	Buy	1,369 +41	+3%	+$6.35K	0.02%	178
2025 Q3	$215K	Sell	1,328 -19	-1%	-$3.2K	0.02%	168
2025 Q2	$245K	Buy	1,347 +6	+0.4%	+$1.03K	0.02%	155
2025 Q1	$213K	Buy	+1,341	New	+$190K	0.02%	164

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

Wescott Financial Advisory Group's PM Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Philip Morris (PM) stake by 17% in Q1 2026, buying an estimated $39.8K and bringing the position to 1,598 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #167.

Wescott Financial Advisory Group first reported a position in PM in Q1 2025 and has held it in 5 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Wescott Financial Advisory Group held 1,598 shares of Philip Morris worth $264K as of Q1 2026.
Wescott Financial Advisory Group bought 229 Philip Morris shares in Q1 2026, an estimated $39.8K.
Philip Morris made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #167 holding.
Wescott Financial Advisory Group first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.