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 Q2	$276K	Sell	1,524 -74	-5%	-$12.8K	0.02%	168
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wescott Financial Advisory Group's PM Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Philip Morris (PM) stake by 4.6% in Q2 2026, selling an estimated $12.8K and leaving 1,524 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #168.

Wescott Financial Advisory Group first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Wescott Financial Advisory Group held 1,524 shares of Philip Morris worth $276K as of Q2 2026.
Wescott Financial Advisory Group sold 74 Philip Morris shares in Q2 2026, an estimated $12.8K.
Philip Morris made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #168 holding.
Wescott Financial Advisory Group first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.