Aurora Private Wealth’s Philip Morris PM Stock Holding History

Aurora Private Wealth’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	$240K	Sell	1,326 -235	-15%	-$40.8K	0.15%	150
2026 Q1	$255K	Hold	1,561	–	–	0.18%	136
2025 Q4	$250K	Buy	+1,561	New	+$242K	0.16%	137
2025 Q2	$295K	Buy	1,620 +1	+0.1%	+$172	0.22%	118
2025 Q1	$257K	Buy	+1,619	New	+$229K	0.21%	116
2022 Q1	–	Sell	-2,463	Closed	-$234K	–	211
2021 Q4	$234K	Buy	2,463 +118	+5%	+$11K	0.1%	170
2021 Q3	$222K	Buy	2,345 +218	+10%	+$21.9K	0.09%	189
2021 Q2	$211K	Buy	+2,127	New	+$204K	0.08%	186

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

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

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

Aurora Private Wealth's PM Position: Q2 2026 in Review

Aurora Private Wealth reduced its Philip Morris (PM) stake by 15% in Q2 2026, selling an estimated $40.8K and leaving 1,326 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #150.

Aurora Private Wealth first reported a position in PM in Q2 2021 and has held it in 8 quarters since. The position peaked at $295K in Q2 2025. 1,096 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Aurora Private Wealth held 1,326 shares of Philip Morris worth $240K as of Q2 2026.
Aurora Private Wealth sold 235 Philip Morris shares in Q2 2026, an estimated $40.8K.
Philip Morris made up 0.15% of Aurora Private Wealth's portfolio in Q2 2026, its #150 holding.
Aurora Private Wealth first reported a position in Philip Morris in Q2 2021 and has held it in 8 quarters since.
Aurora Private Wealth's Philip Morris position peaked at $295K in Q2 2025.
1,096 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.