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Aspect Partners’s Philip Morris PM Stock Holding History

Aspect Partners’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 		$42.5K Hold
235
– – 0.02% 158
2026
Q1 		$38.9K Hold
235
– – 0.02% 155
2025
Q4 		$37.7K Hold
235
– – 0.02% 160
2025
Q3 		$38.1K Sell
235
-1
-0.4% -$168 0.02% 172
2025
Q2 		$43K Buy
236
+1
+0.4% +$172 0.02% 159
2025
Q1 		$37.3K Hold
235
– – 0.02% 145
2024
Q4 		$28.3K Hold
235
– – 0.02% 170
2024
Q3 		$28.5K Hold
235
– – 0.02% 156
2024
Q2 		$23.8K Hold
235
– – 0.01% 172
2024
Q1 		$21.5K Hold
235
– – 0.02% 174
2023
Q4 		$22.1K Buy
+235
New +$21.7K 0.01% 161

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

Aspect Partners's PM Position: Q2 2026 in Review

Aspect Partners held its Philip Morris (PM) position steady in Q2 2026 at 235 shares worth $42.5K. The position accounts for 0.02% of the portfolio, ranked #158.

Aspect Partners first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $43K in Q2 2025. 773 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Aspect Partners held 235 shares of Philip Morris worth $42.5K as of Q2 2026.
  • Aspect Partners left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.02% of Aspect Partners's portfolio in Q2 2026, its #158 holding.
  • Aspect Partners first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Philip Morris position peaked at $43K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.