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Apollon Wealth Management’s Philip Morris PM Stock Holding History

Apollon 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 		$10.7M Buy
59,303
+3,285
+6% +$570K 0.13% 149
2026
Q1 		$9.26M Sell
56,018
-503
-0.9% -$87.4K 0.15% 137
2025
Q4 		$9.07M Buy
56,521
+2,471
+5% +$383K 0.16% 128
2025
Q3 		$8.77M Sell
54,050
-9,400
-15% -$1.58M 0.16% 127
2025
Q2 		$11.6M Buy
63,450
+9,074
+17% +$1.56M 0.23% 87
2025
Q1 		$8.63M Buy
54,376
+1,452
+3% +$206K 0.19% 103
2024
Q4 		$6.37M Buy
52,924
+11,031
+26% +$1.39M 0.15% 122
2024
Q3 		$5.09M Sell
41,893
-109
-0.3% -$12.7K 0.14% 129
2024
Q2 		$4.26M Sell
42,002
-434
-1% -$42.4K 0.13% 141
2024
Q1 		$3.89M Buy
42,436
+63
+0.1% +$5.81K 0.12% 150
2023
Q4 		$3.99M Buy
42,373
+5,031
+13% +$464K 0.14% 145
2023
Q3 		$3.46M Sell
37,342
-1,404
-4% -$135K 0.17% 113
2023
Q2 		$3.78M Sell
38,746
-796
-2% -$76.1K 0.18% 111
2023
Q1 		$3.85M Buy
39,542
+8,039
+26% +$801K 0.24% 88
2022
Q4 		$3.19M Buy
31,503
+1,370
+5% +$129K 0.23% 95
2022
Q3 		$2.5M Buy
30,133
+198
+0.7% +$18.9K 0.21% 106
2022
Q2 		$2.96M Sell
29,935
-1,272
-4% -$130K 0.25% 85
2022
Q1 		$2.93M Buy
31,207
+1,812
+6% +$181K 0.21% 104
2021
Q4 		$2.79M Buy
29,395
+2,894
+11% +$270K 0.21% 113
2021
Q3 		$2.51M Buy
26,501
+21,086
+389% +$2.12M 0.34% 58
2021
Q2 		$537K Sell
5,415
-748
-12% -$71.8K 0.1% 206
2021
Q1 		$547K Sell
6,163
-13,135
-68% -$1.12M 0.11% 190
2020
Q4 		$1.6M Buy
+19,298
New +$1.5M 0.43% 54
2020
Q3 		– Sell
-1,255
Closed -$88K – 548
2020
Q2 		$88K Buy
+1,255
New +$91.5K 0.05% 182

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Apollon Wealth Management increased its Philip Morris (PM) stake by 5.9% in Q2 2026, buying an estimated $570K and bringing the position to 59,303 shares worth $10.7M. The position accounts for 0.13% of the portfolio, ranked #149.

Apollon Wealth Management first reported a position in PM in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.6M in Q2 2025. 752 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Apollon Wealth Management held 59,303 shares of Philip Morris worth $10.7M as of Q2 2026.
  • Apollon Wealth Management bought 3,285 Philip Morris shares in Q2 2026, an estimated $570K.
  • Philip Morris made up 0.13% of Apollon Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Apollon Wealth Management first reported a position in Philip Morris in Q2 2020 and has held it in 24 quarters since.
  • Apollon Wealth Management's Philip Morris position peaked at $11.6M in Q2 2025.
  • 752 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.