Clarity Financial’s Philip Morris PM Stock Holding History

Clarity Financial’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	$468K	Sell	2,588 -13	-0.5%	-$2.25K	0.04%	79
2026 Q1	$430K	Buy	2,601 +6	+0.2%	+$1.04K	0.05%	73
2025 Q4	$416K	Hold	2,595	–	–	0.04%	73
2025 Q3	$421K	Hold	2,595	–	–	0.04%	76
2025 Q2	$473K	Sell	2,595 -2	-0.1%	-$343	0.05%	68
2025 Q1	$412K	Buy	2,597 +102	+4%	+$14.4K	0.05%	71
2024 Q4	$300K	Sell	2,495 -615	-20%	-$77.6K	0.04%	92
2024 Q3	$378K	Buy	3,110 +829	+36%	+$96.3K	0.04%	103
2024 Q2	$231K	Sell	2,281 -73	-3%	-$7.14K	0.03%	112
2024 Q1	$216K	Buy	2,354 +162	+7%	+$14.9K	0.03%	111
2023 Q4	$206K	Hold	2,192	–	–	0.04%	104
2023 Q3	$203K	Hold	2,192	–	–	0.03%	114
2023 Q2	$214K	Buy	+2,192	New	+$209K	0.03%	110

Other funds holding PM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Clarity Financial's PM Position: Q2 2026 in Review

Clarity Financial reduced its Philip Morris (PM) stake by 0.5% in Q2 2026, selling an estimated $2.25K and leaving 2,588 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #79.

Clarity Financial first reported a position in PM in Q2 2023 and has held it in 13 quarters since. The position peaked at $473K in Q2 2025. 1,563 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Clarity Financial held 2,588 shares of Philip Morris worth $468K as of Q2 2026.
Clarity Financial sold 13 Philip Morris shares in Q2 2026, an estimated $2.25K.
Philip Morris made up 0.04% of Clarity Financial's portfolio in Q2 2026, its #79 holding.
Clarity Financial first reported a position in Philip Morris in Q2 2023 and has held it in 13 quarters since.
Clarity Financial's Philip Morris position peaked at $473K in Q2 2025.
1,563 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.