CMA
PM icon

Cedar Mountain Advisors’s Philip Morris PM Stock Holding History

Cedar Mountain 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 		$38K Buy
210
+21
+11% +$3.64K 0.01% 219
2026
Q1 		$31.2K Buy
189
+71
+60% +$12.3K 0.01% 215
2025
Q4 		$18.9K Buy
118
+9
+8% +$1.39K ﹤0.01% 187
2025
Q3 		$17.7K Buy
109
+59
+118% +$9.93K ﹤0.01% 200
2025
Q2 		$9.11K Hold
50
– – ﹤0.01% 224
2025
Q1 		$7.94K Hold
50
– – ﹤0.01% 216
2024
Q4 		$6.02K Buy
+50
New +$6.31K ﹤0.01% 244
2023
Q2 		– Sell
-10
Closed -$973 – 310
2023
Q1 		$973 Buy
+10
New +$997 ﹤0.01% 266

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

Cedar Mountain Advisors's PM Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Philip Morris (PM) stake by 11% in Q2 2026, buying an estimated $3.64K and bringing the position to 210 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #219.

Cedar Mountain Advisors first reported a position in PM in Q1 2023 and has held it in 8 quarters since. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cedar Mountain Advisors held 210 shares of Philip Morris worth $38K as of Q2 2026.
  • Cedar Mountain Advisors bought 21 Philip Morris shares in Q2 2026, an estimated $3.64K.
  • Philip Morris made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #219 holding.
  • Cedar Mountain Advisors first reported a position in Philip Morris in Q1 2023 and has held it in 8 quarters since.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.