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Westover Capital Advisors’s Philip Morris PM Stock Holding History

Westover Capital 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 		$206K Buy
+1,138
New +$197K 0.03% 237
2025
Q3 		– Sell
-1,224
Closed -$223K – 234
2025
Q2 		$223K Buy
+1,224
New +$210K 0.04% 211
2020
Q4 		– Sell
-2,998
Closed -$225K – 156
2020
Q3 		$225K Buy
+2,998
New +$231K 0.09% 124
2019
Q4 		– Sell
-4,583
Closed -$348K – 150
2019
Q3 		$348K Sell
4,583
-24
-0.5% -$1.9K 0.16% 98
2019
Q2 		$362K Sell
4,607
-140
-3% -$11.6K 0.18% 94
2019
Q1 		$420K Buy
+4,747
New +$382K 0.22% 78
2018
Q2 		– Sell
-2,171
Closed -$216K – 110
2018
Q1 		$216K Buy
2,171
+232
+12% +$24.2K 0.12% 105
2017
Q4 		$205K Hold
1,939
– – 0.11% 114
2017
Q3 		$215K Sell
1,939
-99
-5% -$11.5K 0.13% 114
2017
Q2 		$239K Sell
2,038
-22
-1% -$2.55K 0.16% 103
2017
Q1 		$233K Sell
2,060
-561
-21% -$57.9K 0.16% 93
2016
Q4 		$240K Buy
2,621
+450
+21% +$41.7K 0.17% 90
2016
Q3 		$211K Sell
2,171
-37
-2% -$3.71K 0.16% 88
2016
Q2 		$225K Sell
2,208
-3
-0.1% -$299 0.18% 76
2016
Q1 		$217K Buy
+2,211
New +$203K 0.18% 85
2015
Q2 		– Sell
-2,701
Closed -$203K – 99
2015
Q1 		$203K Buy
+2,701
New +$219K 0.16% 90
2014
Q4 		– Sell
-2,405
Closed -$201K – 91
2014
Q3 		$201K Sell
2,405
-10
-0.4% -$846 0.16% 89
2014
Q2 		$204K Sell
2,415
-13,977
-85% -$1.2M 0.17% 84
2014
Q1 		$1.34M Sell
16,392
-140
-0.8% -$11.3K 1.25% 32
2013
Q4 		$1.44M Buy
16,532
+1,514
+10% +$132K 1.37% 32
2013
Q3 		$1.3M Sell
15,018
-3,981
-21% -$348K 1.35% 36
2013
Q2 		$1.65M Buy
+18,999
New +$1.77M 1.62% 31

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

Westover Capital Advisors's PM Position: Q2 2026 in Review

Westover Capital Advisors opened a new position in Philip Morris (PM) in Q2 2026: 1,138 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #237 among its holdings. This is a return to the name: Westover Capital Advisors previously reported a position in PM as recently as Q2 2025.

Westover Capital Advisors first reported a position in PM in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.65M in Q2 2013. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Westover Capital Advisors held 1,138 shares of Philip Morris worth $206K as of Q2 2026.
  • Philip Morris was a new Westover Capital Advisors position in Q2 2026.
  • Philip Morris made up 0.03% of Westover Capital Advisors's portfolio in Q2 2026, its #237 holding.
  • Westover Capital Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 22 quarters since.
  • Westover Capital Advisors's Philip Morris position peaked at $1.65M in Q2 2013.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.