Wingate Wealth Advisors’s Philip Morris PM Stock Holding History

Wingate Wealth 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	$918K	Hold	5,076	–	–	0.4%	54
2026 Q1	$839K	Sell	5,076 -12	-0.2%	-$2.08K	0.45%	53
2025 Q4	$816K	Hold	5,088	–	–	0.46%	56
2025 Q3	$825K	Buy	5,088 +1,359	+36%	+$229K	0.57%	51
2025 Q2	$679K	Hold	3,729	–	–	0.6%	50
2025 Q1	$592K	Hold	3,729	–	–	0.68%	48
2024 Q4	$449K	Buy	+3,729	New	+$470K	0.44%	60

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

Wingate Wealth Advisors's PM Position: Q2 2026 in Review

Wingate Wealth Advisors held its Philip Morris (PM) position steady in Q2 2026 at 5,076 shares worth $918K. The position accounts for 0.4% of the portfolio, ranked #54.

Wingate Wealth Advisors first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Wingate Wealth Advisors held 5,076 shares of Philip Morris worth $918K as of Q2 2026.
Wingate Wealth Advisors left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.4% of Wingate Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Wingate Wealth Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.