Center For Asset Management’s Philip Morris PM Stock Holding History

Center For Asset 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	$243K	Buy	1,344 +53	+4%	+$9.19K	0.11%	141
2026 Q1	$213K	Buy	1,291 +32	+3%	+$5.56K	0.11%	142
2025 Q4	$202K	Buy	+1,259	New	+$195K	0.11%	145
2023 Q2	–	Sell	-10,306	Closed	-$1M	–	123
2023 Q1	$1M	Buy	10,306 +160	+2%	+$15.9K	0.98%	21
2022 Q4	$1.03M	Buy	10,146 +19	+0.2%	+$1.79K	0.96%	24
2022 Q3	$841K	Buy	10,127 +2,431	+32%	+$232K	0.84%	26
2022 Q2	$760K	Buy	+7,696	New	+$785K	0.7%	31
2021 Q3	–	Sell	-3,098	Closed	-$307K	–	108
2021 Q2	$307K	Buy	3,098 +329	+12%	+$31.6K	0.26%	68
2021 Q1	$246K	Sell	2,769 -262	-9%	-$22.2K	0.24%	75
2020 Q4	$251K	Buy	+3,031	New	+$236K	0.25%	69

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Center For Asset Management's PM Position: Q2 2026 in Review

Center For Asset Management increased its Philip Morris (PM) stake by 4.1% in Q2 2026, buying an estimated $9.19K and bringing the position to 1,344 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #141.

Center For Asset Management first reported a position in PM in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2022. 1,310 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Center For Asset Management held 1,344 shares of Philip Morris worth $243K as of Q2 2026.
Center For Asset Management bought 53 Philip Morris shares in Q2 2026, an estimated $9.19K.
Philip Morris made up 0.11% of Center For Asset Management's portfolio in Q2 2026, its #141 holding.
Center For Asset Management first reported a position in Philip Morris in Q4 2020 and has held it in 10 quarters since.
Center For Asset Management's Philip Morris position peaked at $1.03M in Q4 2022.
1,310 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.