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Activest Wealth Management’s Philip Morris PM Stock Holding History

Activest 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 		$57.3K Sell
317
-1,020
-76% -$177K 0.01% 255
2026
Q1 		$221K Buy
1,337
+109
+9% +$18.9K 0.04% 142
2025
Q4 		$197K Sell
1,228
-260
-17% -$40.3K 0.04% 148
2025
Q3 		$241K Buy
1,488
+79
+6% +$13.3K 0.05% 115
2025
Q2 		$257K Buy
1,409
+32
+2% +$5.5K 0.06% 87
2025
Q1 		$219K Sell
1,377
-150
-10% -$21.2K 0.06% 89
2024
Q4 		$184K Sell
1,527
-175
-10% -$22.1K 0.05% 89
2024
Q3 		$207K Buy
1,702
+600
+54% +$69.7K 0.06% 80
2024
Q2 		$112K Buy
+1,102
New +$108K 0.04% 121
2024
Q1 		– Sell
-500
Closed -$46.1K – 401
2023
Q4 		$47K Buy
500
+472
+1,686% +$43.5K 0.03% 103
2023
Q3 		$2.6K Hold
28
– – ﹤0.01% 262
2023
Q2 		$2.6K Hold
28
– – ﹤0.01% 256
2023
Q1 		$2.66K Buy
+28
New +$2.79K ﹤0.01% 241

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

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

Activest Wealth Management reduced its Philip Morris (PM) stake by 76% in Q2 2026, selling an estimated $177K and leaving 317 shares worth $57.3K. The position accounts for 0.01% of the portfolio, ranked #255.

Activest Wealth Management first reported a position in PM in Q1 2023 and has held it in 13 quarters since. The position peaked at $257K in Q2 2025. 1,124 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Activest Wealth Management held 317 shares of Philip Morris worth $57.3K as of Q2 2026.
  • Activest Wealth Management sold 1,020 Philip Morris shares in Q2 2026, an estimated $177K.
  • Philip Morris made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Activest Wealth Management first reported a position in Philip Morris in Q1 2023 and has held it in 13 quarters since.
  • Activest Wealth Management's Philip Morris position peaked at $257K in Q2 2025.
  • 1,124 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.