Westbourne Investment Advisors’s Philip Morris PM Stock Holding History

Westbourne Investment 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	$2.93M	Hold	16,204	–	–	0.81%	30
2026 Q1	$2.68M	Hold	16,204	–	–	0.78%	31
2025 Q4	$2.6M	Hold	16,204	–	–	0.72%	32
2025 Q3	$2.63M	Hold	16,204	–	–	0.73%	32
2025 Q2	$2.95M	Hold	16,204	–	–	0.9%	31
2025 Q1	$2.57M	Hold	16,204	–	–	0.91%	30
2024 Q4	$1.95M	Hold	16,204	–	–	0.67%	33
2024 Q3	$1.97M	Hold	16,204	–	–	0.69%	33
2024 Q2	$1.64M	Hold	16,204	–	–	0.59%	37
2024 Q1	$1.49M	Hold	16,204	–	–	0.55%	38
2023 Q4	$1.52M	Hold	16,204	–	–	0.61%	37
2023 Q3	$1.5M	Hold	16,204	–	–	0.69%	36
2023 Q2	$1.58M	Hold	16,204	–	–	0.71%	35
2023 Q1	$1.58M	Hold	16,204	–	–	0.76%	36
2022 Q4	$1.64M	Sell	16,204 -100	-0.6%	-$9.44K	0.83%	36
2022 Q3	$1.35M	Hold	16,304	–	–	0.72%	36
2022 Q2	$1.61M	Hold	16,304	–	–	1%	30
2022 Q1	$1.53M	Hold	16,304	–	–	0.63%	41
2021 Q4	$1.55M	Buy	+16,304	New	+$1.52M	0.61%	42
2018 Q4	–	Sell	-1,813	Closed	-$148K	–	130
2018 Q3	$148K	Buy	+1,813	New	+$149K	0.11%	109
2017 Q4	–	Sell	-1,813	Closed	-$201K	–	104
2017 Q3	$201K	Hold	1,813	–	–	0.16%	102
2017 Q2	$213K	Hold	1,813	–	–	0.17%	101
2017 Q1	$205K	Buy	+1,813	New	+$187K	0.17%	103
2016 Q3	–	Sell	-1,813	Closed	-$184K	–	122
2016 Q2	$184K	Buy	+1,813	New	+$181K	0.17%	107

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

Westbourne Investment Advisors's PM Position: Q2 2026 in Review

Westbourne Investment Advisors held its Philip Morris (PM) position steady in Q2 2026 at 16,204 shares worth $2.93M. The position accounts for 0.81% of the portfolio, ranked #30.

Westbourne Investment Advisors first reported a position in PM in Q2 2016 and has held it in 24 quarters since. The position peaked at $2.95M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Westbourne Investment Advisors held 16,204 shares of Philip Morris worth $2.93M as of Q2 2026.
Westbourne Investment Advisors left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.81% of Westbourne Investment Advisors's portfolio in Q2 2026, its #30 holding.
Westbourne Investment Advisors first reported a position in Philip Morris in Q2 2016 and has held it in 24 quarters since.
Westbourne Investment Advisors's Philip Morris position peaked at $2.95M in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.