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Wiser Advisor Group’s Philip Morris PM Stock Holding History

Wiser Advisor 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 		$8.39K Hold
46
– – 0.01% 181
2026
Q1 		$7.6K Hold
46
– – 0.01% 180
2025
Q4 		$7.31K Buy
46
+1
+2% +$155 0.01% 184
2025
Q3 		$7.32K Buy
+45
New +$7.57K 0.01% 191
2025
Q2 		– Sell
-44
Closed -$7.05K – 195
2025
Q1 		$7.05K Hold
44
– – 0.01% 199
2024
Q4 		$5.29K Buy
44
+1
+2% +$126 0.01% 208
2024
Q3 		$5.27K Hold
43
– – 0.01% 210
2024
Q2 		$4.35K Buy
43
+1
+2% +$98 0.01% 226
2024
Q1 		$3.87K Hold
42
– – 0.01% 234
2023
Q4 		$3.92K Buy
+42
New +$3.87K 0.01% 231

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

Wiser Advisor Group's PM Position: Q2 2026 in Review

Wiser Advisor Group held its Philip Morris (PM) position steady in Q2 2026 at 46 shares worth $8.39K. The position accounts for 0.01% of the portfolio, ranked #181.

Wiser Advisor Group first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wiser Advisor Group held 46 shares of Philip Morris worth $8.39K as of Q2 2026.
  • Wiser Advisor Group left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #181 holding.
  • Wiser Advisor Group first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.