AC
PM icon

Apella Capital’s Philip Morris PM Stock Holding History

Apella Capital’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 		$7.91M Buy
42,100
+63
+0.1% +$10.9K 0.11% 131
2026
Q1 		$6.63M Buy
42,037
+13,773
+49% +$2.39M 0.1% 143
2025
Q4 		$4.53M Sell
28,264
-419
-1% -$64.9K 0.09% 137
2025
Q3 		$4.47M Buy
28,683
+1,405
+5% +$236K 0.1% 129
2025
Q2 		$4.94M Buy
27,278
+22,929
+527% +$3.94M 0.13% 109
2025
Q1 		$660K Buy
4,349
+1,357
+45% +$192K 0.02% 229
2024
Q4 		$360K Buy
2,992
+29
+1% +$3.66K 0.01% 257
2024
Q3 		$354K Buy
2,963
+380
+15% +$44.2K 0.01% 248
2024
Q2 		$263K Buy
+2,583
New +$253K 0.01% 274

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

Apella Capital's PM Position: Q2 2026 in Review

Apella Capital increased its Philip Morris (PM) stake by 0.15% in Q2 2026, buying an estimated $10.9K and bringing the position to 42,100 shares worth $7.91M. The position accounts for 0.11% of the portfolio, ranked #131.

Apella Capital first reported a position in PM in Q2 2024 and has held it in 9 quarters since. 667 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Apella Capital held 42,100 shares of Philip Morris worth $7.91M as of Q2 2026.
  • Apella Capital bought 63 Philip Morris shares in Q2 2026, an estimated $10.9K.
  • Philip Morris made up 0.11% of Apella Capital's portfolio in Q2 2026, its #131 holding.
  • Apella Capital first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • 667 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.