BFA
PM icon

Benedict Financial Advisors’s Philip Morris PM Stock Holding History

Benedict Financial Advisors’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 		$12.6M Sell
69,528
-319
-0.5% -$55.3K 2.44% 8
2026
Q1 		$11.5M Sell
69,847
-898
-1% -$156K 2.4% 10
2025
Q4 		$11.3M Buy
70,745
+256
+0.4% +$39.7K 2.39% 8
2025
Q3 		$11.4M Sell
70,489
-819
-1% -$138K 2.48% 8
2025
Q2 		$13M Sell
71,308
-1,505
-2% -$258K 2.94% 5
2025
Q1 		$11.6M Buy
72,813
+724
+1% +$103K 2.68% 5
2024
Q4 		$8.68M Buy
72,089
+676
+0.9% +$85.3K 2.11% 9
2024
Q3 		$8.67M Buy
71,413
+1,443
+2% +$168K 2.05% 9
2024
Q2 		$7.09M Buy
69,970
+1,589
+2% +$155K 1.8% 11
2024
Q1 		$6.27M Buy
68,381
+547
+0.8% +$50.4K 1.59% 14
2023
Q4 		$6.38M Buy
67,834
+1,157
+2% +$107K 1.74% 12
2023
Q3 		$6.17M Buy
66,677
+1,650
+3% +$159K 1.78% 9
2023
Q2 		$6.35M Buy
65,027
+1,245
+2% +$119K 1.75% 11
2023
Q1 		$6.2M Buy
63,782
+3,579
+6% +$357K 1.75% 13
2022
Q4 		$6.09M Buy
60,203
+905
+2% +$85.4K 1.81% 13
2022
Q3 		$4.92M Buy
59,298
+1,416
+2% +$135K 1.57% 16
2022
Q2 		$5.71M Buy
57,882
+975
+2% +$99.4K 1.69% 15
2022
Q1 		$5.35M Buy
56,907
+898
+2% +$89.8K 1.43% 20
2021
Q4 		$5.32M Buy
56,009
+2,750
+5% +$257K 1.39% 20
2021
Q3 		$5.05M Buy
53,259
+540
+1% +$54.3K 1.41% 19
2021
Q2 		$5.22M Buy
52,719
+393
+0.8% +$37.7K 1.45% 18
2021
Q1 		$4.64M Buy
52,326
+2,251
+4% +$191K 1.34% 20
2020
Q4 		$4.15M Buy
50,075
+142
+0.3% +$11.1K 1.49% 23
2020
Q3 		$3.74M Buy
49,933
+385
+0.8% +$29.7K 1.44% 23
2020
Q2 		$3.47M Buy
49,548
+478
+1% +$34.9K 1.43% 23
2020
Q1 		$3.58M Sell
49,070
-300
-0.6% -$24.7K 1.69% 18
2019
Q4 		$4.2M Buy
49,370
+399
+0.8% +$32.9K 1.64% 20
2019
Q3 		$3.72M Sell
48,971
-335
-0.7% -$26.5K 1.53% 25
2019
Q2 		$3.87M Buy
49,306
+117
+0.2% +$9.66K 1.61% 21
2019
Q1 		$4.35M Buy
49,189
+355
+0.7% +$28.6K 1.89% 15
2018
Q4 		$3.26M Buy
48,834
+565
+1% +$47.2K 1.61% 22
2018
Q3 		$3.94M Buy
48,269
+482
+1% +$39.6K 1.76% 15
2018
Q2 		$3.86M Buy
47,787
+1,762
+4% +$150K 1.91% 14
2018
Q1 		$4.58M Sell
46,025
-342
-0.7% -$35.6K 2.3% 10
2017
Q4 		$4.9M Sell
46,367
-229
-0.5% -$24.4K 2.36% 8
2017
Q3 		$5.17M Sell
46,596
-903
-2% -$105K 2.66% 5
2017
Q2 		$5.68M Sell
47,499
-245
-0.5% -$28.4K 2.96% 5
2017
Q1 		$5.39M Sell
47,744
-166
-0.3% -$17.1K 2.93% 5
2016
Q4 		$4.38M Sell
47,910
-311
-0.6% -$28.8K 2.53% 6
2016
Q3 		$4.7M Buy
48,221
+172
+0.4% +$17.2K 2.74% 6
2016
Q2 		$4.87M Buy
48,049
+155
+0.3% +$15.5K 2.85% 5
2016
Q1 		$4.7M Buy
47,894
+254
+0.5% +$23.3K 2.86% 5
2015
Q4 		$4.19M Buy
47,640
+1,500
+3% +$130K 2.66% 6
2015
Q3 		$3.66M Buy
46,140
+709
+2% +$58.4K 2.54% 7
2015
Q2 		$3.88M Buy
45,431
+866
+2% +$71.2K 2.53% 10
2015
Q1 		$3.45M Buy
44,565
+1,240
+3% +$101K 2.22% 12
2014
Q4 		$3.52M Buy
+43,325
New +$3.72M 2.31% 11

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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Benedict Financial Advisors's PM Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Philip Morris (PM) stake by 0.46% in Q2 2026, selling an estimated $55.3K and leaving 69,528 shares worth $12.6M. The position accounts for 2.44% of the portfolio, ranked #8.

Benedict Financial Advisors first reported a position in PM in Q4 2014 and has held it in 47 quarters since. The position peaked at $13M in Q2 2025. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Benedict Financial Advisors held 69,528 shares of Philip Morris worth $12.6M as of Q2 2026.
  • Benedict Financial Advisors sold 319 Philip Morris shares in Q2 2026, an estimated $55.3K.
  • Philip Morris made up 2.44% of Benedict Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Benedict Financial Advisors first reported a position in Philip Morris in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Philip Morris position peaked at $13M in Q2 2025.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.