WAG
PM icon

Wheelhouse Advisory Group’s Philip Morris PM Stock Holding History

Wheelhouse 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 		$496K Sell
2,744
-90
-3% -$15.6K 0.14% 32
2026
Q1 		$469K Buy
2,834
+43
+2% +$7.47K 0.16% 31
2025
Q4 		$452K Buy
2,791
+64
+2% +$9.91K 0.17% 32
2025
Q3 		$442K Sell
2,727
-1,135
-29% -$191K 0.19% 30
2025
Q2 		$704K Buy
3,862
+45
+1% +$7.73K 0.35% 25
2025
Q1 		$606K Sell
3,817
-755
-17% -$107K 0.35% 27
2024
Q4 		$550K Buy
4,572
+11
+0.2% +$1.39K 0.33% 27
2024
Q3 		$554K Sell
4,561
-289
-6% -$33.6K 0.36% 26
2024
Q2 		$493K Buy
4,850
+2,504
+107% +$245K 0.35% 27
2024
Q1 		$215K Sell
2,346
-233
-9% -$21.5K 0.17% 34
2023
Q4 		$243K Buy
+2,579
New +$238K 0.21% 34

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wheelhouse Advisory Group's PM Position: Q2 2026 in Review

Wheelhouse Advisory Group reduced its Philip Morris (PM) stake by 3.2% in Q2 2026, selling an estimated $15.6K and leaving 2,744 shares worth $496K. The position accounts for 0.14% of the portfolio, ranked #32.

Wheelhouse Advisory Group first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $704K in Q2 2025. 1,974 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wheelhouse Advisory Group held 2,744 shares of Philip Morris worth $496K as of Q2 2026.
  • Wheelhouse Advisory Group sold 90 Philip Morris shares in Q2 2026, an estimated $15.6K.
  • Philip Morris made up 0.14% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #32 holding.
  • Wheelhouse Advisory Group first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Wheelhouse Advisory Group's Philip Morris position peaked at $704K in Q2 2025.
  • 1,974 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.