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Ares Financial Consulting’s Philip Morris PM Stock Holding History

Ares Financial Consulting’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 		$107K Buy
594
+27
+5% +$4.68K 0.08% 141
2026
Q1 		$89.2K Buy
567
+280
+98% +$48.7K 0.07% 151
2025
Q4 		$46K Buy
+287
New +$44.5K 0.04% 165

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ares Financial Consulting's PM Position: Q2 2026 in Review

Ares Financial Consulting increased its Philip Morris (PM) stake by 4.8% in Q2 2026, buying an estimated $4.68K and bringing the position to 594 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #141.

Ares Financial Consulting first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 1,671 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Ares Financial Consulting held 594 shares of Philip Morris worth $107K as of Q2 2026.
  • Ares Financial Consulting bought 27 Philip Morris shares in Q2 2026, an estimated $4.68K.
  • Philip Morris made up 0.08% of Ares Financial Consulting's portfolio in Q2 2026, its #141 holding.
  • Ares Financial Consulting first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 1,671 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.