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Archford Capital Strategies’s Philip Morris PM Stock Holding History

Archford Capital Strategies’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 		$483K Buy
2,672
+312
+13% +$54.1K 0.05% 249
2026
Q1 		$390K Buy
2,360
+42
+2% +$7.3K 0.04% 256
2025
Q4 		$372K Buy
2,318
+36
+2% +$5.58K 0.04% 258
2025
Q3 		$370K Sell
2,282
-1,019
-31% -$171K 0.04% 252
2025
Q2 		$601K Buy
3,301
+1,038
+46% +$178K 0.08% 206
2025
Q1 		$359K Buy
2,263
+88
+4% +$12.5K 0.05% 228
2024
Q4 		$262K Buy
2,175
+32
+1% +$4.04K 0.04% 242
2024
Q3 		$257K Sell
2,143
-367
-15% -$42.6K 0.04% 229
2024
Q2 		$254K Sell
2,510
-17,314
-87% -$1.69M 0.04% 232
2024
Q1 		$1.82M Sell
19,824
-368
-2% -$33.9K 0.3% 86
2023
Q4 		$1.9M Buy
20,192
+1,648
+9% +$152K 0.35% 74
2023
Q3 		$1.72M Sell
18,544
-654
-3% -$62.9K 0.34% 71
2023
Q2 		$1.87M Buy
19,198
+310
+2% +$29.6K 0.36% 64
2023
Q1 		$1.87M Buy
18,888
+2,293
+14% +$229K 0.39% 61
2022
Q4 		$1.68M Buy
16,595
+1,489
+10% +$141K 0.39% 65
2022
Q3 		$1.25M Buy
15,106
+912
+6% +$87K 0.32% 81
2022
Q2 		$1.4M Buy
14,194
+2,224
+19% +$227K 0.35% 73
2022
Q1 		$1.15M Buy
11,970
+3,070
+34% +$307K 0.26% 89
2021
Q4 		$846K Sell
8,900
-663
-7% -$62K 0.19% 134
2021
Q3 		$906K Buy
9,563
+5,126
+116% +$516K 0.21% 124
2021
Q2 		$440K Buy
4,437
+256
+6% +$24.6K 0.11% 193
2021
Q1 		$384K Sell
4,181
-11,579
-73% -$983K 0.1% 208
2020
Q4 		$1.31M Buy
15,760
+203
+1% +$15.8K 0.3% 97
2020
Q3 		$1.17M Buy
15,557
+34
+0.2% +$2.62K 0.31% 95
2020
Q2 		$1.09M Buy
15,523
+236
+2% +$17.2K 0.32% 92
2020
Q1 		$1.11M Sell
15,287
-400
-3% -$32.9K 0.44% 71
2019
Q4 		$1.33M Sell
15,687
-69
-0.4% -$5.69K 0.46% 66
2019
Q3 		$1.2M Sell
15,756
-530
-3% -$42K 0.45% 65
2019
Q2 		$1.28M Buy
16,286
+153
+0.9% +$12.6K 0.47% 59
2019
Q1 		$1.43M Sell
16,133
-148
-0.9% -$11.9K 0.53% 51
2018
Q4 		$1.09M Buy
16,281
+48
+0.3% +$4.01K 0.44% 65
2018
Q3 		$1.32M Sell
16,233
-456
-3% -$37.4K 0.48% 57
2018
Q2 		$1.35M Sell
16,689
-6,632
-28% -$563K 0.47% 56
2018
Q1 		$2.49M Buy
23,321
+52
+0.2% +$5.42K 1.04% 30
2017
Q4 		$2.46M Sell
23,269
-2,718
-10% -$290K 0.92% 32
2017
Q3 		$2.88M Buy
25,987
+14
+0.1% +$1.63K 1.08% 20
2017
Q2 		$3.05M Buy
25,973
+15,820
+156% +$1.83M 1.21% 14
2017
Q1 		$1.15M Sell
10,153
-18,276
-64% -$1.89M 0.43% 73
2016
Q4 		$2.6M Buy
28,429
+1,697
+6% +$157K 1.1% 19
2016
Q3 		$2.6M Buy
26,732
+18,451
+223% +$1.85M 1.07% 18
2016
Q2 		$842K Sell
8,281
-17,609
-68% -$1.76M 0.44% 69
2016
Q1 		$2.54M Buy
25,890
+739
+3% +$67.8K 1.22% 17
2015
Q4 		$2.1M Buy
25,151
+20,480
+438% +$1.78M 0.96% 24
2015
Q3 		$371K Buy
4,671
+250
+6% +$20.6K 0.28% 85
2015
Q2 		$354K Buy
4,421
+387
+10% +$31.8K 0.25% 92
2015
Q1 		$304K Buy
4,034
+207
+5% +$16.8K 0.21% 106
2014
Q4 		$311K Buy
3,827
+241
+7% +$20.7K 0.23% 103
2014
Q3 		$299K Buy
3,586
+70
+2% +$5.92K 0.24% 108
2014
Q2 		$296K Sell
3,516
-167
-5% -$14.4K 0.23% 107
2014
Q1 		$302K Buy
+3,683
New +$298K 0.25% 104

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

Archford Capital Strategies's PM Position: Q2 2026 in Review

Archford Capital Strategies increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $54.1K and bringing the position to 2,672 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #249.

Archford Capital Strategies first reported a position in PM in Q1 2014 and has held it in 50 quarters since. The position peaked at $3.05M in Q2 2017. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Archford Capital Strategies held 2,672 shares of Philip Morris worth $483K as of Q2 2026.
  • Archford Capital Strategies bought 312 Philip Morris shares in Q2 2026, an estimated $54.1K.
  • Philip Morris made up 0.05% of Archford Capital Strategies's portfolio in Q2 2026, its #249 holding.
  • Archford Capital Strategies first reported a position in Philip Morris in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's Philip Morris position peaked at $3.05M in Q2 2017.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.