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Brown Miller Wealth Management’s Philip Morris PM Stock Holding History

Brown Miller 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 		$2.7M Buy
14,933
+115
+0.8% +$19.9K 0.68% 38
2026
Q1 		$2.45M Sell
14,818
-1
-0% -$174 0.7% 39
2025
Q4 		$2.38M Sell
14,819
-5
-0% -$775 0.66% 39
2025
Q3 		$2.4M Buy
14,824
+34
+0.2% +$5.72K 0.68% 37
2025
Q2 		$2.69M Sell
14,790
-1,827
-11% -$314K 0.84% 29
2025
Q1 		$2.64M Sell
16,617
-236
-1% -$33.4K 0.91% 31
2024
Q4 		$2.03M Sell
16,853
-745
-4% -$94K 0.78% 38
2024
Q3 		$2.14M Buy
17,598
+24
+0.1% +$2.79K 0.83% 39
2024
Q2 		$1.78M Buy
17,574
+113
+0.6% +$11K 0.74% 41
2024
Q1 		$1.6M Sell
17,461
-902
-5% -$83.2K 0.71% 44
2023
Q4 		$1.73M Buy
18,363
+1,012
+6% +$93.2K 0.86% 39
2023
Q3 		$1.61M Buy
17,351
+23
+0.1% +$2.21K 0.9% 40
2023
Q2 		$1.69M Buy
17,328
+21
+0.1% +$2.01K 0.91% 36
2023
Q1 		$1.68M Buy
17,307
+88
+0.5% +$8.77K 1% 34
2022
Q4 		$1.74M Buy
17,219
+24
+0.1% +$2.27K 1.1% 30
2022
Q3 		$1.43M Buy
17,195
+8,023
+87% +$765K 1.01% 33
2022
Q2 		$905K Buy
9,172
+236
+3% +$24.1K 0.62% 48
2022
Q1 		$839K Buy
8,936
+21
+0.2% +$2.1K 0.49% 52
2021
Q4 		$846K Buy
8,915
+33
+0.4% +$3.08K 0.48% 54
2021
Q3 		$841K Buy
8,882
+19
+0.2% +$1.91K 0.53% 53
2021
Q2 		$878K Buy
8,863
+21
+0.2% +$2.02K 0.56% 49
2021
Q1 		$785K Sell
8,842
-79
-0.9% -$6.71K 0.55% 49
2020
Q4 		$739K Buy
+8,921
New +$694K 0.55% 47

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

Brown Miller Wealth Management's PM Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Philip Morris (PM) stake by 0.78% in Q2 2026, buying an estimated $19.9K and bringing the position to 14,933 shares worth $2.7M. The position accounts for 0.68% of the portfolio, ranked #38.

Brown Miller Wealth Management first reported a position in PM in Q4 2020 and has held it in 23 quarters since. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Brown Miller Wealth Management held 14,933 shares of Philip Morris worth $2.7M as of Q2 2026.
  • Brown Miller Wealth Management bought 115 Philip Morris shares in Q2 2026, an estimated $19.9K.
  • Philip Morris made up 0.68% of Brown Miller Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Brown Miller Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.