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Athena Wealth Management’s Philip Morris PM Stock Holding History

Athena Wealth Management’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 		$1.37M Sell
7,572
-95
-1% -$16.5K 1.02% 20
2026
Q1 		$1.27M Buy
7,667
+2,546
+50% +$442K 1.04% 21
2025
Q4 		$821K Buy
+5,121
New +$793K 0.8% 22

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

Athena Wealth Management's PM Position: Q2 2026 in Review

Athena Wealth Management reduced its Philip Morris (PM) stake by 1.2% in Q2 2026, selling an estimated $16.5K and leaving 7,572 shares worth $1.37M. The position accounts for 1.02% of the portfolio, ranked #20.

Athena Wealth Management first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 771 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Athena Wealth Management held 7,572 shares of Philip Morris worth $1.37M as of Q2 2026.
  • Athena Wealth Management sold 95 Philip Morris shares in Q2 2026, an estimated $16.5K.
  • Philip Morris made up 1.02% of Athena Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Athena Wealth Management first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 771 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.