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Accurate Wealth Management’s Philip Morris PM Stock Holding History

Accurate 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 		$2.97M Buy
16,366
+1,768
+12% +$307K 0.28% 73
2026
Q1 		$2.34M Buy
14,598
+2,047
+16% +$356K 0.28% 81
2025
Q4 		$2.04M Buy
12,551
+1,022
+9% +$158K 0.26% 99
2025
Q3 		$1.83M Buy
11,529
+259
+2% +$43.6K 0.24% 100
2025
Q2 		$2.04M Buy
11,270
+434
+4% +$74.5K 0.31% 83
2025
Q1 		$1.67M Buy
10,836
+655
+6% +$92.8K 0.32% 80
2024
Q4 		$1.2M Buy
10,181
+399
+4% +$50.3K 0.23% 105
2024
Q3 		$1.18M Sell
9,782
-265
-3% -$30.8K 0.24% 101
2024
Q2 		$1.06M Buy
10,047
+274
+3% +$26.8K 0.25% 90
2024
Q1 		$916K Sell
9,773
-276
-3% -$25.5K 0.27% 85
2023
Q4 		$956K Sell
10,049
-588
-6% -$54.2K 0.3% 79
2023
Q3 		$993K Buy
10,637
+951
+10% +$91.5K 0.31% 75
2023
Q2 		$964K Buy
9,686
+1,259
+15% +$120K 0.3% 77
2023
Q1 		$831K Buy
8,427
+3,222
+62% +$321K 0.29% 84
2022
Q4 		$532K Sell
5,205
-248
-5% -$23.4K 0.2% 98
2022
Q3 		$467K Buy
5,453
+1,197
+28% +$114K 0.19% 97
2022
Q2 		$411K Buy
4,256
+172
+4% +$17.5K 0.22% 89
2022
Q1 		$384K Buy
4,084
+647
+19% +$64.7K 0.17% 106
2021
Q4 		$333K Sell
3,437
-131
-4% -$12.2K 0.27% 100
2021
Q3 		$345K Buy
3,568
+244
+7% +$24.5K 0.3% 93
2021
Q2 		$329K Buy
+3,324
New +$319K 0.29% 85

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Accurate Wealth Management increased its Philip Morris (PM) stake by 12% in Q2 2026, buying an estimated $307K and bringing the position to 16,366 shares worth $2.97M. The position accounts for 0.28% of the portfolio, ranked #73.

Accurate Wealth Management first reported a position in PM in Q2 2021 and has held it in 21 quarters since. 1,068 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Accurate Wealth Management held 16,366 shares of Philip Morris worth $2.97M as of Q2 2026.
  • Accurate Wealth Management bought 1,768 Philip Morris shares in Q2 2026, an estimated $307K.
  • Philip Morris made up 0.28% of Accurate Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Accurate Wealth Management first reported a position in Philip Morris in Q2 2021 and has held it in 21 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.