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Bravera Wealth’s Philip Morris PM Stock Holding History

Bravera 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 		$430K Hold
2,376
– – 0.16% 61
2026
Q1 		$393K Hold
2,376
– – 0.18% 65
2025
Q4 		$381K Buy
+2,376
New +$368K 0.19% 60

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
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
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

Bravera Wealth's PM Position: Q2 2026 in Review

Bravera Wealth held its Philip Morris (PM) position steady in Q2 2026 at 2,376 shares worth $430K. The position accounts for 0.16% of the portfolio, ranked #61.

Bravera Wealth first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Bravera Wealth held 2,376 shares of Philip Morris worth $430K as of Q2 2026.
  • Bravera Wealth left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.16% of Bravera Wealth's portfolio in Q2 2026, its #61 holding.
  • Bravera Wealth first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.