AWM
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Accel Wealth Management’s Philip Morris PM Stock Holding History

Accel Wealth Management’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 		$560K Sell
3,096
-179
-5% -$31K 0.13% 148
2026
Q1 		$542K Buy
3,275
+14
+0.4% +$2.43K 0.14% 147
2025
Q4 		$523K Sell
3,261
-2
-0.1% -$310 0.14% 143
2025
Q3 		$529K Sell
3,263
-199
-6% -$33.5K 0.15% 142
2025
Q2 		$631K Buy
3,462
+5
+0.1% +$859 0.21% 110
2025
Q1 		$549K Sell
3,457
-52
-1% -$7.37K 0.2% 117
2024
Q4 		$422K Buy
3,509
+30
+0.9% +$3.79K 0.16% 144
2024
Q3 		$422K Buy
3,479
+318
+10% +$36.9K 0.16% 144
2024
Q2 		$320K Buy
3,161
+750
+31% +$73.3K 0.13% 166
2024
Q1 		$221K Buy
2,411
+248
+11% +$22.9K 0.09% 200
2023
Q4 		$204K Buy
+2,163
New +$199K 0.1% 184
2023
Q3 		– Sell
-2,057
Closed -$201K – 178
2023
Q2 		$201K Buy
2,057
+65
+3% +$6.21K 0.11% 164
2023
Q1 		$194K Buy
1,992
+1,145
+135% +$114K 0.08% 224
2022
Q4 		$85.7K Hold
847
– – 0.04% 264
2022
Q3 		$74K Hold
847
– – 0.04% 298
2022
Q2 		$76K Hold
847
– – 0.04% 276
2022
Q1 		$82K Hold
847
– – 0.04% 280
2021
Q4 		$80K Hold
847
– – 0.04% 296
2021
Q3 		$80K Hold
847
– – 0.05% 255
2021
Q2 		$84K Hold
847
– – 0.06% 258
2021
Q1 		$75K Hold
847
– – 0.06% 254
2020
Q4 		$70K Buy
+847
New +$65.9K 0.07% 244

Other funds holding PM

Ninety One (UK)
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
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
DC
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

Accel Wealth Management's PM Position: Q2 2026 in Review

Accel Wealth Management reduced its Philip Morris (PM) stake by 5.5% in Q2 2026, selling an estimated $31K and leaving 3,096 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #148.

Accel Wealth Management first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $631K in Q2 2025. 795 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Accel Wealth Management held 3,096 shares of Philip Morris worth $560K as of Q2 2026.
  • Accel Wealth Management sold 179 Philip Morris shares in Q2 2026, an estimated $31K.
  • Philip Morris made up 0.13% of Accel Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Accel Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • Accel Wealth Management's Philip Morris position peaked at $631K in Q2 2025.
  • 795 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.