Center for Financial Planning’s Philip Morris PM Stock Holding History

Center for Financial Planning’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	$1.05M	Sell	5,810 -135	-2%	-$23.4K	0.1%	71
2026 Q1	$983K	Sell	5,945 -87	-1%	-$15.1K	0.1%	68
2025 Q4	$968K	Buy	6,032 +87	+1%	+$13.5K	0.1%	66
2025 Q3	$964K	Hold	5,945	–	–	0.1%	65
2025 Q2	$1.08M	Buy	5,945 +231	+4%	+$39.7K	0.12%	60
2025 Q1	$907K	Buy	5,714 +186	+3%	+$26.3K	0.12%	63
2024 Q4	$665K	Hold	5,528	–	–	0.09%	79
2024 Q3	$671K	Hold	5,528	–	–	0.09%	77
2024 Q2	$560K	Hold	5,528	–	–	0.08%	81
2024 Q1	$506K	Buy	5,528 +250	+5%	+$23.1K	0.08%	87
2023 Q4	$497K	Hold	5,278	–	–	0.09%	83
2023 Q3	$489K	Sell	5,278 -100	-2%	-$9.62K	0.11%	80
2023 Q2	$525K	Hold	5,378	–	–	0.11%	78
2023 Q1	$523K	Hold	5,378	–	–	0.12%	75
2022 Q4	$544K	Hold	5,378	–	–	0.13%	70
2022 Q3	$446K	Buy	5,378 +3,933	+272%	+$375K	0.12%	77
2022 Q2	$143K	Hold	1,445	–	–	0.04%	140
2022 Q1	$136K	Hold	1,445	–	–	0.03%	151
2021 Q4	$137K	Hold	1,445	–	–	0.03%	151
2021 Q3	$137K	Hold	1,445	–	–	0.03%	144
2021 Q2	$143K	Sell	1,445 -325	-18%	-$31.2K	0.04%	143
2021 Q1	$157K	Buy	1,770 +325	+22%	+$27.6K	0.04%	140
2020 Q4	$120K	Sell	1,445 -2,910	-67%	-$227K	0.03%	139
2020 Q3	$327K	Hold	4,355	–	–	0.11%	86
2020 Q2	$305K	Hold	4,355	–	–	0.11%	85
2020 Q1	$318K	Sell	4,355 -785	-15%	-$64.6K	0.11%	79
2019 Q4	$437K	Buy	+5,140	New	+$424K	0.11%	79

Other funds holding PM

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) 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

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

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

Center for Financial Planning's PM Position: Q2 2026 in Review

Center for Financial Planning reduced its Philip Morris (PM) stake by 2.3% in Q2 2026, selling an estimated $23.4K and leaving 5,810 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #71.

Center for Financial Planning first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.08M in Q2 2025. 928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Center for Financial Planning held 5,810 shares of Philip Morris worth $1.05M as of Q2 2026.
Center for Financial Planning sold 135 Philip Morris shares in Q2 2026, an estimated $23.4K.
Philip Morris made up 0.1% of Center for Financial Planning's portfolio in Q2 2026, its #71 holding.
Center for Financial Planning first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Philip Morris position peaked at $1.08M in Q2 2025.
928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.