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Wilkerson Advisory Group’s Philip Morris PM Stock Holding History

Wilkerson 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 		$41.6K Buy
230
+25
+12% +$4.34K 0.01% 247
2026
Q1 		$33.9K Buy
205
+107
+109% +$18.6K 0.01% 245
2025
Q4 		$15.7K Buy
+98
New +$15.2K 0.01% 276

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

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

Wilkerson Advisory Group increased its Philip Morris (PM) stake by 12% in Q2 2026, buying an estimated $4.34K and bringing the position to 230 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #247.

Wilkerson Advisory Group first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wilkerson Advisory Group held 230 shares of Philip Morris worth $41.6K as of Q2 2026.
  • Wilkerson Advisory Group bought 25 Philip Morris shares in Q2 2026, an estimated $4.34K.
  • Philip Morris made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #247 holding.
  • Wilkerson Advisory Group first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.