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Centurion Wealth Management’s Philip Morris PM Stock Holding History

Centurion 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 		$423K Sell
2,337
-129
-5% -$22.4K 0.1% 178
2026
Q1 		$408K Sell
2,466
-23
-0.9% -$4K 0.09% 195
2025
Q4 		$399K Sell
2,489
-200
-7% -$31K 0.09% 187
2025
Q3 		$436K Buy
2,689
+483
+22% +$81.3K 0.1% 173
2025
Q2 		$402K Sell
2,206
-23
-1% -$3.95K 0.12% 141
2025
Q1 		$268K Hold
2,229
– – 0.08% 170
2024
Q4 		$268K Buy
2,229
+75
+3% +$9.46K 0.08% 170
2024
Q3 		$262K Buy
+2,154
New +$250K 0.08% 170
2024
Q1 		$218K Buy
2,378
+106
+5% +$9.78K 0.09% 169
2023
Q4 		$214K Buy
2,272
+62
+3% +$5.71K 0.09% 153
2023
Q3 		$205K Buy
+2,210
New +$213K 0.1% 143

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

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

Centurion Wealth Management reduced its Philip Morris (PM) stake by 5.2% in Q2 2026, selling an estimated $22.4K and leaving 2,337 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #178.

Centurion Wealth Management first reported a position in PM in Q3 2023 and has held it in 11 quarters since. The position peaked at $436K in Q3 2025. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Centurion Wealth Management held 2,337 shares of Philip Morris worth $423K as of Q2 2026.
  • Centurion Wealth Management sold 129 Philip Morris shares in Q2 2026, an estimated $22.4K.
  • Philip Morris made up 0.1% of Centurion Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Centurion Wealth Management first reported a position in Philip Morris in Q3 2023 and has held it in 11 quarters since.
  • Centurion Wealth Management's Philip Morris position peaked at $436K in Q3 2025.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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