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C2C Wealth Management’s Philip Morris PM Stock Holding History

C2C 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 		$1.86M Hold
10,258
– – 1.45% 17
2026
Q1 		$1.7M Hold
10,258
– – 1.43% 16
2025
Q4 		$1.65M Hold
10,258
– – 1.39% 18
2025
Q3 		$1.66M Hold
10,258
– – 1.43% 17
2025
Q2 		$1.87M Hold
10,258
– – 1.69% 13
2025
Q1 		$1.63M Hold
10,258
– – 1.53% 16
2024
Q4 		$1.23M Hold
10,258
– – 1.14% 21
2024
Q3 		$1.36M Hold
10,258
– – 1.27% 22
2024
Q2 		$1.04M Hold
10,258
– – 1.02% 23
2024
Q1 		$940K Sell
10,258
-700
-6% -$64.5K 0.93% 26
2023
Q4 		$1.03M Sell
10,958
-5,314
-33% -$490K 0.87% 29
2023
Q3 		$1.48M Hold
16,272
– – 0.21% 50
2023
Q2 		$1.61M Sell
16,272
-42
-0.3% -$4.01K 0.21% 51
2023
Q1 		$1.61M Buy
16,314
+56
+0.3% +$5.58K 0.26% 49
2022
Q4 		$1.65M Hold
16,258
– – 0.29% 36
2022
Q3 		$1.41M Hold
16,258
– – 0.28% 41
2022
Q2 		$1.49M Hold
16,258
– – 0.27% 43
2022
Q1 		$1.67M Hold
16,258
– – 0.28% 41
2021
Q4 		$1.55M Buy
+16,258
New +$1.52M 0.22% 50

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

C2C Wealth Management's PM Position: Q2 2026 in Review

C2C Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 10,258 shares worth $1.86M. The position accounts for 1.45% of the portfolio, ranked #17.

C2C Wealth Management first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.87M in Q2 2025. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • C2C Wealth Management held 10,258 shares of Philip Morris worth $1.86M as of Q2 2026.
  • C2C Wealth Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 1.45% of C2C Wealth Management's portfolio in Q2 2026, its #17 holding.
  • C2C Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's Philip Morris position peaked at $1.87M in Q2 2025.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.