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Canvas Wealth Advisors’s Philip Morris PM Stock Holding History

Canvas Wealth 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 		$358K Buy
1,977
+184
+10% +$31.9K 0.05% 172
2026
Q1 		$299K Buy
1,793
+277
+18% +$48.1K 0.05% 179
2025
Q4 		$243K Sell
1,516
-247
-14% -$38.3K 0.04% 194
2025
Q3 		$270K Sell
1,763
-74
-4% -$12.4K 0.05% 169
2025
Q2 		$290K Buy
+1,837
New +$315K 0.06% 149

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

Canvas Wealth Advisors's PM Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Philip Morris (PM) stake by 10% in Q2 2026, buying an estimated $31.9K and bringing the position to 1,977 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #172.

Canvas Wealth Advisors first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Canvas Wealth Advisors held 1,977 shares of Philip Morris worth $358K as of Q2 2026.
  • Canvas Wealth Advisors bought 184 Philip Morris shares in Q2 2026, an estimated $31.9K.
  • Philip Morris made up 0.05% of Canvas Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Canvas Wealth Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.