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Winning Points Advisors’s Philip Morris PM Stock Holding History

Winning Points 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
Q1 		$798K Sell
4,349
-161
-4% -$28K 1.07% 20
2025
Q4 		$723K Buy
+4,510
New +$699K 0.77% 20
2024
Q1 		$424K Hold
4,510
– – 0.65% 25
2023
Q4 		$424K Buy
+4,510
New +$416K 0.65% 25
2023
Q3 		– Sell
-4,510
Closed -$424K – 35
2023
Q2 		$424K Hold
4,510
– – 0.65% 25
2023
Q1 		$439K Hold
4,510
– – 0.48% 30
2022
Q4 		$456K Hold
4,510
– – 0.58% 30
2022
Q3 		$394K Hold
4,510
– – 0.48% 34
2022
Q2 		$445K Hold
4,510
– – 0.49% 33
2022
Q1 		$424K Buy
4,510
+560
+14% +$56K 0.33% 39
2021
Q4 		$310K Sell
3,950
-560
-12% -$52.3K 0.23% 58
2021
Q3 		$428K Buy
+4,510
New +$454K 0.31% 46
2021
Q2 		– Sell
-4,933
Closed -$438K – 63
2021
Q1 		$438K Buy
4,933
+183
+4% +$15.5K 0.33% 45
2020
Q4 		$393K Buy
4,750
+1,400
+42% +$109K 0.32% 44
2020
Q3 		$251K Hold
3,350
– – 0.21% 51
2020
Q2 		$235K Hold
3,350
– – 0.22% 48
2020
Q1 		$244K Sell
3,350
-200
-6% -$16.5K 0.24% 50
2019
Q4 		$302K Hold
3,550
– – 0.19% 60
2019
Q3 		$267K Sell
3,550
-400
-10% -$31.7K 0.19% 61
2019
Q2 		$310K Sell
3,950
-200
-5% -$16.5K 0.23% 58
2019
Q1 		$367K Hold
4,150
– – 0.28% 52
2018
Q4 		$279K Hold
4,150
– – 0.24% 58
2018
Q3 		$338K Hold
4,150
– – 0.25% 59
2018
Q2 		$335K Sell
4,150
-107
-3% -$9.08K 0.27% 58
2018
Q1 		$412K Sell
4,257
-100
-2% -$10.4K 0.34% 52
2017
Q4 		$460K Buy
4,357
+2,400
+123% +$256K 0.37% 49
2017
Q3 		$217K Hold
1,957
– – 0.19% 65
2017
Q2 		$229K Hold
1,957
– – 0.22% 62
2017
Q1 		$221K Buy
+1,957
New +$202K 0.22% 62

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winning Points Advisors's PM Position: Q1 2026 in Review

Winning Points Advisors reduced its Philip Morris (PM) stake by 3.6% in Q1 2026, selling an estimated $28K and leaving 4,349 shares worth $798K. The position accounts for 1.07% of the portfolio, ranked #20.

Winning Points Advisors first reported a position in PM in Q1 2017 and has held it in 29 quarters since. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Winning Points Advisors held 4,349 shares of Philip Morris worth $798K as of Q1 2026.
  • Winning Points Advisors sold 161 Philip Morris shares in Q1 2026, an estimated $28K.
  • Philip Morris made up 1.07% of Winning Points Advisors's portfolio in Q1 2026, its #20 holding.
  • Winning Points Advisors first reported a position in Philip Morris in Q1 2017 and has held it in 29 quarters since.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Winning Points Advisors's 13F filing for Q1 2026, filed 30 Jun 2026.