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Whipplewood Advisors’s Philip Morris PM Stock Holding History

Whipplewood 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 		$38.4K Sell
212
-1,239
-85% -$215K 0.03% 156
2026
Q1 		$240K Buy
1,451
+720
+98% +$125K 0.12% 122
2025
Q4 		$117K Buy
731
+55
+8% +$8.52K 0.08% 149
2025
Q3 		$110K Sell
676
-1,619
-71% -$272K 0.07% 148
2025
Q2 		$418K Buy
2,295
+70
+3% +$12K 0.23% 104
2025
Q1 		$366K Sell
2,225
-19
-0.8% -$2.69K 0.22% 104
2024
Q4 		$270K Buy
+2,244
New +$283K 0.15% 128

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

Whipplewood Advisors's PM Position: Q2 2026 in Review

Whipplewood Advisors reduced its Philip Morris (PM) stake by 85% in Q2 2026, selling an estimated $215K and leaving 212 shares worth $38.4K. The position accounts for 0.03% of the portfolio, ranked #156.

Whipplewood Advisors first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $418K in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Whipplewood Advisors held 212 shares of Philip Morris worth $38.4K as of Q2 2026.
  • Whipplewood Advisors sold 1,239 Philip Morris shares in Q2 2026, an estimated $215K.
  • Philip Morris made up 0.03% of Whipplewood Advisors's portfolio in Q2 2026, its #156 holding.
  • Whipplewood Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Philip Morris position peaked at $418K in Q2 2025.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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