Atlantic Edge Private Wealth Management’s Philip Morris PM Stock Holding History

Atlantic Edge Private 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	$441K	Hold	2,439	–	–	0.09%	110
2026 Q1	$403K	Hold	2,439	–	–	0.1%	102
2025 Q4	$391K	Hold	2,439	–	–	0.1%	101
2025 Q3	$396K	Hold	2,439	–	–	0.1%	101
2025 Q2	$444K	Hold	2,439	–	–	0.12%	95
2025 Q1	$387K	Sell	2,439 -26	-1%	-$3.68K	0.12%	96
2024 Q4	$297K	Hold	2,465	–	–	0.09%	111
2024 Q3	$299K	Hold	2,465	–	–	0.09%	112
2024 Q2	$250K	Sell	2,465 -2,750	-53%	-$269K	0.08%	111
2024 Q1	$478K	Buy	5,215 +5,040	+2,880%	+$465K	0.16%	93
2023 Q4	$16.5K	Buy	+175	New	+$16.1K	0.01%	254

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 2,439 shares worth $441K. The position accounts for 0.09% of the portfolio, ranked #110.

Atlantic Edge Private Wealth Management first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $478K in Q1 2024. 1,157 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,439 shares of Philip Morris worth $441K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.09% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #110 holding.
Atlantic Edge Private Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Philip Morris position peaked at $478K in Q1 2024.
1,157 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.