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Altus Wealth Group’s Philip Morris PM Stock Holding History

Altus Wealth Group’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 		$206K Buy
+1,141
New +$198K 0.07% 147
2021
Q3 		– Sell
-2,470
Closed -$245K – 116
2021
Q2 		$245K Sell
2,470
-38
-2% -$3.65K 0.24% 91
2021
Q1 		$238K Buy
2,508
+1,577
+169% +$134K 0.24% 89
2020
Q4 		$77K Buy
+931
New +$72.5K 0.07% 161

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Altus Wealth Group's PM Position: Q2 2026 in Review

Altus Wealth Group opened a new position in Philip Morris (PM) in Q2 2026: 1,141 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #147 among its holdings. This is a return to the name: Altus Wealth Group previously reported a position in PM as recently as Q2 2021.

Altus Wealth Group first reported a position in PM in Q4 2020 and has held it in 4 quarters since. The position peaked at $245K in Q2 2021. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Altus Wealth Group held 1,141 shares of Philip Morris worth $206K as of Q2 2026.
  • Philip Morris was a new Altus Wealth Group position in Q2 2026.
  • Philip Morris made up 0.07% of Altus Wealth Group's portfolio in Q2 2026, its #147 holding.
  • Altus Wealth Group first reported a position in Philip Morris in Q4 2020 and has held it in 4 quarters since.
  • Altus Wealth Group's Philip Morris position peaked at $245K in Q2 2021.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.