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West Financial Advisors’s Philip Morris PM Stock Holding History

West Financial Advisors’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 		– Sell
-38
Closed -$6.1K – 226
2025
Q4 		$6.1K Buy
+38
New +$5.89K ﹤0.01% 166
2022
Q2 		– Sell
-78
Closed -$7K – 190
2022
Q1 		$7K Buy
+78
New +$7.8K ﹤0.01% 154

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Financial Advisors's PM Position: Q1 2026 in Review

West Financial Advisors sold out of Philip Morris (PM) in Q1 2026, closing a stake of 38 shares — an estimated $6.1K sold.

West Financial Advisors first reported a position in PM in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • West Financial Advisors reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 38 Philip Morris shares in Q1 2026, an estimated $6.1K.
  • West Financial Advisors first reported a position in Philip Morris in Q1 2022 and held it in 2 quarters.
  • West Financial Advisors's Philip Morris position peaked at $7K in Q1 2022.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.