Atwood & Palmer’s Philip Morris PM Stock Holding History

Atwood & Palmer’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	$793K	Hold	4,386	–	–	0.04%	101
2026 Q1	$725K	Sell	4,386 -150	-3%	-$26.1K	0.04%	102
2025 Q4	$728K	Sell	4,536 -200	-4%	-$31K	0.04%	102
2025 Q3	$768K	Sell	4,736 -46	-1%	-$7.74K	0.05%	99
2025 Q2	$871K	Buy	4,782 +46	+1%	+$7.9K	0.05%	93
2025 Q1	$752K	Sell	4,736 -10	-0.2%	-$1.42K	0.05%	96
2024 Q4	$571K	Buy	4,746 +7	+0.1%	+$883	0.04%	105
2024 Q3	$575K	Hold	4,739	–	–	0.04%	103
2024 Q2	$480K	Hold	4,739	–	–	0.04%	106
2024 Q1	$434K	Hold	4,739	–	–	0.03%	112
2023 Q4	$446K	Hold	4,739	–	–	0.04%	110
2023 Q3	$439K	Hold	4,739	–	–	0.04%	104
2023 Q2	$463K	Hold	4,739	–	–	0.04%	107
2023 Q1	$461K	Sell	4,739 -330	-7%	-$32.9K	0.04%	101
2022 Q4	$513K	Hold	5,069	–	–	0.05%	110
2022 Q3	$421K	Hold	5,069	–	–	0.04%	112
2022 Q2	$501K	Hold	5,069	–	–	0.05%	102
2022 Q1	$476K	Hold	5,069	–	–	0.04%	109
2021 Q4	$482K	Buy	5,069 +180	+4%	+$16.8K	0.04%	116
2021 Q3	$463K	Hold	4,889	–	–	0.04%	114
2021 Q2	$485K	Hold	4,889	–	–	0.04%	108
2021 Q1	$434K	Sell	4,889 -200	-4%	-$17K	0.04%	114
2020 Q4	$421K	Buy	5,089 +289	+6%	+$22.5K	0.05%	108
2020 Q3	$360K	Hold	4,800	–	–	0.05%	103
2020 Q2	$336K	Hold	4,800	–	–	0.05%	100
2020 Q1	$350K	Buy	4,800 +200	+4%	+$16.5K	0.06%	93
2019 Q4	$391K	Hold	4,600	–	–	0.05%	94
2019 Q3	$349K	Hold	4,600	–	–	0.05%	96
2019 Q2	$361K	Hold	4,600	–	–	0.05%	97
2019 Q1	$407K	Hold	4,600	–	–	0.06%	87
2018 Q4	$307K	Hold	4,600	–	–	0.05%	96
2018 Q3	$375K	Hold	4,600	–	–	0.05%	94
2018 Q2	$371K	Sell	4,600 -1,145	-20%	-$97.2K	0.05%	93
2018 Q1	$571K	Sell	5,745 -5,355	-48%	-$558K	0.08%	80
2017 Q4	$1.17M	Sell	11,100 -100	-0.9%	-$10.7K	0.16%	64
2017 Q3	$1.24M	Hold	11,200	–	–	0.18%	63
2017 Q2	$1.31M	Buy	11,200 +500	+5%	+$57.9K	0.21%	63
2017 Q1	$1.21M	Hold	10,700	–	–	0.19%	62
2016 Q4	$979K	Hold	10,700	–	–	0.18%	60
2016 Q3	$1.04M	Hold	10,700	–	–	0.19%	59
2016 Q2	$1.09M	Hold	10,700	–	–	0.2%	61
2016 Q1	$1.05M	Hold	10,700	–	–	0.19%	63
2015 Q4	$941K	Hold	10,700	–	–	0.18%	71
2015 Q3	$849K	Sell	10,700 -3,000	-22%	-$247K	0.17%	73
2015 Q2	$1.1M	Hold	13,700	–	–	0.2%	70
2015 Q1	$1.03M	Hold	13,700	–	–	0.18%	73
2014 Q4	$1.12M	Sell	13,700 -1,600	-10%	-$137K	0.21%	65
2014 Q3	$1.14M	Buy	15,300 +13,000	+565%	+$1.1M	0.22%	63
2014 Q2	$194K	Sell	2,300 -11,400	-83%	-$981K	0.05%	115
2014 Q1	$1.12M	Sell	13,700 -8,070	-37%	-$652K	0.26%	45
2013 Q4	$1.9M	Hold	21,770	–	–	0.47%	35
2013 Q3	$1.89M	Sell	21,770 -6,200	-22%	-$542K	0.52%	35
2013 Q2	$2.42M	Buy	+27,970	New	+$2.6M	0.66%	33

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

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

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

Atwood & Palmer's PM Position: Q2 2026 in Review

Atwood & Palmer held its Philip Morris (PM) position steady in Q2 2026 at 4,386 shares worth $793K. The position accounts for 0.04% of the portfolio, ranked #101.

Atwood & Palmer first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.42M in Q2 2013. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Atwood & Palmer held 4,386 shares of Philip Morris worth $793K as of Q2 2026.
Atwood & Palmer left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.04% of Atwood & Palmer's portfolio in Q2 2026, its #101 holding.
Atwood & Palmer first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's Philip Morris position peaked at $2.42M in Q2 2013.
947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.