AW
PM icon

Alteri Wealth’s Philip Morris PM Stock Holding History

Alteri Wealth’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 		$303K Buy
1,673
+61
+4% +$10.6K 0.08% 232
2026
Q1 		$267K Sell
1,612
-15
-0.9% -$2.61K 0.09% 234
2025
Q4 		$261K Buy
1,627
+28
+2% +$4.34K 0.08% 237
2025
Q3 		$259K Sell
1,599
-52
-3% -$8.75K 0.09% 235
2025
Q2 		$301K Sell
1,651
-231
-12% -$39.7K 0.12% 201
2025
Q1 		$299K Buy
1,882
+121
+7% +$17.1K 0.13% 181
2024
Q4 		$212K Buy
+1,761
New +$222K 0.06% 232

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Alteri Wealth's PM Position: Q2 2026 in Review

Alteri Wealth increased its Philip Morris (PM) stake by 3.8% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,673 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #232.

Alteri Wealth first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Alteri Wealth held 1,673 shares of Philip Morris worth $303K as of Q2 2026.
  • Alteri Wealth bought 61 Philip Morris shares in Q2 2026, an estimated $10.6K.
  • Philip Morris made up 0.08% of Alteri Wealth's portfolio in Q2 2026, its #232 holding.
  • Alteri Wealth first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.