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Axxcess Wealth Management’s Philip Morris PM Stock Holding History

Axxcess 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 		$4.94M Buy
27,297
+4,871
+22% +$845K 0.08% 231
2026
Q1 		$3.71M Sell
22,426
-10,385
-32% -$1.8M 0.12% 149
2025
Q4 		$5.26M Buy
32,811
+1,186
+4% +$184K 0.09% 199
2025
Q3 		$5.13M Sell
31,625
-1,192
-4% -$201K 0.11% 155
2025
Q2 		$5.98M Sell
32,817
-1,459
-4% -$251K 0.14% 130
2025
Q1 		$5.44M Sell
34,276
-833
-2% -$118K 0.14% 125
2024
Q4 		$4.23M Sell
35,109
-5,268
-13% -$665K 0.1% 152
2024
Q3 		$4.9M Buy
40,377
+5,846
+17% +$679K 0.12% 139
2024
Q2 		$3.5M Buy
34,531
+141
+0.4% +$13.8K 0.09% 175
2024
Q1 		$3.15M Buy
34,390
+6,974
+25% +$643K 0.09% 182
2023
Q4 		$2.58M Sell
27,416
-423
-2% -$39K 0.07% 206
2023
Q3 		$2.58M Buy
27,839
+10,407
+60% +$1M 0.09% 169
2023
Q2 		$1.7M Sell
17,432
-10,470
-38% -$1M 0.12% 153
2023
Q1 		$2.71M Buy
27,902
+3,085
+12% +$307K 0.21% 100
2022
Q4 		$2.51M Buy
24,817
+10,197
+70% +$962K 0.21% 105
2022
Q3 		$1.21M Buy
14,620
+6,008
+70% +$573K 0.11% 167
2022
Q2 		$851K Sell
8,612
-5,385
-38% -$549K 0.08% 215
2022
Q1 		$1.31M Sell
13,997
-39
-0.3% -$3.9K 0.1% 171
2021
Q4 		$1.33M Buy
+14,036
New +$1.31M 0.1% 165

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Axxcess Wealth Management increased its Philip Morris (PM) stake by 22% in Q2 2026, buying an estimated $845K and bringing the position to 27,297 shares worth $4.94M. The position accounts for 0.08% of the portfolio, ranked #231.

Axxcess Wealth Management first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.98M in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Axxcess Wealth Management held 27,297 shares of Philip Morris worth $4.94M as of Q2 2026.
  • Axxcess Wealth Management bought 4,871 Philip Morris shares in Q2 2026, an estimated $845K.
  • Philip Morris made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Axxcess Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Philip Morris position peaked at $5.98M in Q2 2025.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.