AA Financial Advisors’s Philip Morris PM Stock Holding History

AA Financial 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	$1.95M	Buy	10,779 +697	+7%	+$121K	0.23%	78
2026 Q1	$1.67M	Buy	10,082 +83	+0.8%	+$14.4K	0.23%	78
2025 Q4	$1.6M	Buy	9,999 +250	+3%	+$38.7K	0.3%	61
2025 Q3	$1.58M	Buy	9,749 +505	+5%	+$85K	0.31%	55
2025 Q2	$1.68M	Buy	9,244 +878	+10%	+$151K	0.36%	52
2025 Q1	$1.33M	Hold	8,366	–	–	0.32%	58
2024 Q4	$1.01M	Sell	8,366 -263	-3%	-$33.2K	0.27%	67
2024 Q3	$1.05M	Buy	8,629 +630	+8%	+$73.2K	0.3%	65
2024 Q2	$811K	Buy	7,999 +1,265	+19%	+$124K	0.29%	72
2024 Q1	$617K	Buy	+6,734	New	+$621K	0.25%	78

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

AA Financial Advisors's PM Position: Q2 2026 in Review

AA Financial Advisors increased its Philip Morris (PM) stake by 6.9% in Q2 2026, buying an estimated $121K and bringing the position to 10,779 shares worth $1.95M. The position accounts for 0.23% of the portfolio, ranked #78.

AA Financial Advisors first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 852 funds tracked by Wall St. Rank hold PM as of Q2 2026.

AA Financial Advisors held 10,779 shares of Philip Morris worth $1.95M as of Q2 2026.
AA Financial Advisors bought 697 Philip Morris shares in Q2 2026, an estimated $121K.
Philip Morris made up 0.23% of AA Financial Advisors's portfolio in Q2 2026, its #78 holding.
AA Financial Advisors first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
852 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.