WMA
PM icon

West Michigan Advisors’s Philip Morris PM Stock Holding History

West Michigan 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
Q2 		$370K Hold
2,218
– – 0.08% 203
2026
Q1 		$370K Buy
+2,218
New +$385K 0.08% 203
2025
Q3 		– Sell
-1,921
Closed -$352K – 283
2025
Q2 		$352K Sell
1,921
-409
-18% -$70.2K 0.1% 152
2025
Q1 		$373K Buy
2,330
+652
+39% +$92.4K 0.12% 130
2024
Q4 		$204K Buy
+1,678
New +$212K 0.06% 217
2022
Q1 		– Sell
-3,131
Closed -$297K – 139
2021
Q4 		$297K Buy
+3,131
New +$293K 0.22% 90

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

West Michigan Advisors's PM Position: Q2 2026 in Review

West Michigan Advisors held its Philip Morris (PM) position steady in Q2 2026 at 2,218 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #203.

West Michigan Advisors first reported a position in PM in Q4 2021 and has held it in 6 quarters since. The position peaked at $373K in Q1 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • West Michigan Advisors held 2,218 shares of Philip Morris worth $370K as of Q2 2026.
  • West Michigan Advisors left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.08% of West Michigan Advisors's portfolio in Q2 2026, its #203 holding.
  • West Michigan Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 6 quarters since.
  • West Michigan Advisors's Philip Morris position peaked at $373K in Q1 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.