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ARS Wealth Advisors Group’s Philip Morris PM Stock Holding History

ARS Wealth Advisors Group’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 		$533K Buy
2,946
+90
+3% +$15.6K 0.04% 132
2026
Q1 		$472K Buy
2,856
+212
+8% +$36.8K 0.04% 130
2025
Q4 		$424K Buy
2,644
+64
+2% +$9.91K 0.04% 120
2025
Q3 		$418K Buy
2,580
+62
+2% +$10.4K 0.04% 120
2025
Q2 		$459K Buy
2,518
+17
+0.7% +$2.92K 0.05% 111
2025
Q1 		$397K Sell
2,501
-10
-0.4% -$1.42K 0.06% 100
2024
Q4 		$302K Hold
2,511
– – 0.04% 121
2024
Q3 		$305K Hold
2,511
– – 0.04% 135
2024
Q2 		$254K Sell
2,511
-2,256
-47% -$221K 0.03% 139
2024
Q1 		$437K Sell
4,767
-1,000
-17% -$92.2K 0.06% 104
2023
Q4 		$543K Sell
5,767
-20
-0.3% -$1.84K 0.08% 89
2023
Q3 		$536K Buy
5,787
+56
+1% +$5.39K 0.09% 89
2023
Q2 		$560K Sell
5,731
-4,596
-45% -$439K 0.09% 90
2023
Q1 		$1M Buy
10,327
+8,046
+353% +$802K 0.19% 55
2022
Q4 		$231K Buy
+2,281
New +$215K 0.04% 123
2022
Q3 		– Sell
-2,530
Closed -$250K – 164
2022
Q2 		$250K Buy
2,530
+382
+18% +$38.9K 0.03% 137
2022
Q1 		$202K Sell
2,148
-268
-11% -$26.8K 0.04% 125
2021
Q4 		$229K Sell
2,416
-29
-1% -$2.71K 0.04% 130
2021
Q3 		$232K Buy
+2,445
New +$246K 0.04% 118

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ARS Wealth Advisors Group's PM Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Philip Morris (PM) stake by 3.2% in Q2 2026, buying an estimated $15.6K and bringing the position to 2,946 shares worth $533K. The position accounts for 0.04% of the portfolio, ranked #132.

ARS Wealth Advisors Group first reported a position in PM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1M in Q1 2023. 1,176 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • ARS Wealth Advisors Group held 2,946 shares of Philip Morris worth $533K as of Q2 2026.
  • ARS Wealth Advisors Group bought 90 Philip Morris shares in Q2 2026, an estimated $15.6K.
  • Philip Morris made up 0.04% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #132 holding.
  • ARS Wealth Advisors Group first reported a position in Philip Morris in Q3 2021 and has held it in 19 quarters since.
  • ARS Wealth Advisors Group's Philip Morris position peaked at $1M in Q1 2023.
  • 1,176 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.