Armis Advisers’s Philip Morris PM Stock Holding History

Armis Advisers’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	$900K	Buy	4,873 +397	+9%	+$68.9K	0.08%	180
2026 Q1	$841K	Sell	4,476 -116	-3%	-$20.2K	0.08%	176
2025 Q4	$749K	Sell	4,592 -2,559	-36%	-$396K	0.08%	172
2025 Q3	$1.08M	Sell	7,151 -830	-10%	-$140K	0.1%	123
2025 Q2	$1.44M	Buy	7,981 +2,282	+40%	+$392K	0.11%	145
2025 Q1	$947K	Buy	5,699 +3,511	+160%	+$497K	0.09%	172
2024 Q4	$263K	Buy	+2,188	New	+$276K	0.03%	292

Other funds holding PM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

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

Armis Advisers's PM Position: Q2 2026 in Review

Armis Advisers increased its Philip Morris (PM) stake by 8.9% in Q2 2026, buying an estimated $68.9K and bringing the position to 4,873 shares worth $900K. The position accounts for 0.08% of the portfolio, ranked #180.

Armis Advisers first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q2 2025. 596 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Armis Advisers held 4,873 shares of Philip Morris worth $900K as of Q2 2026.
Armis Advisers bought 397 Philip Morris shares in Q2 2026, an estimated $68.9K.
Philip Morris made up 0.08% of Armis Advisers's portfolio in Q2 2026, its #180 holding.
Armis Advisers first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's Philip Morris position peaked at $1.44M in Q2 2025.
596 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.