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AGH Wealth Advisors’s Philip Morris PM Stock Holding History

AGH Wealth 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 		$558K Buy
3,083
+173
+6% +$30K 0.35% 57
2026
Q1 		$481K Buy
2,910
+139
+5% +$24.2K 0.35% 60
2025
Q4 		$444K Sell
2,771
-99
-3% -$15.3K 0.33% 57
2025
Q3 		$466K Buy
2,870
+54
+2% +$9.09K 0.34% 61
2025
Q2 		$513K Sell
2,816
-223
-7% -$38.3K 0.42% 48
2025
Q1 		$482K Sell
3,039
-100
-3% -$14.2K 0.47% 47
2024
Q4 		$378K Buy
+3,139
New +$396K 0.35% 64

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

AGH Wealth Advisors's PM Position: Q2 2026 in Review

AGH Wealth Advisors increased its Philip Morris (PM) stake by 5.9% in Q2 2026, buying an estimated $30K and bringing the position to 3,083 shares worth $558K. The position accounts for 0.35% of the portfolio, ranked #57.

AGH Wealth Advisors first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • AGH Wealth Advisors held 3,083 shares of Philip Morris worth $558K as of Q2 2026.
  • AGH Wealth Advisors bought 173 Philip Morris shares in Q2 2026, an estimated $30K.
  • Philip Morris made up 0.35% of AGH Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • AGH Wealth Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.