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Commonwealth Financial Services’s Philip Morris PM Stock Holding History

Commonwealth Financial Services’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 		$652K Buy
3,602
+410
+13% +$71.1K 0.09% 134
2026
Q1 		$528K Buy
3,192
+393
+14% +$68.3K 0.08% 119
2025
Q4 		$449K Sell
2,799
-41
-1% -$6.35K 0.07% 132
2025
Q3 		$461K Buy
2,840
+15
+0.5% +$2.52K 0.08% 124
2025
Q2 		$515K Buy
2,825
+93
+3% +$16K 0.1% 112
2025
Q1 		$434K Buy
2,732
+775
+40% +$110K 0.09% 118
2024
Q4 		$236K Buy
1,957
+107
+6% +$13.5K 0.05% 172
2024
Q3 		$223K Buy
+1,850
New +$215K 0.04% 180
2017
Q1 		$26K Hold
227
– – 0.03% 130
2016
Q4 		$21K Sell
227
-274
-55% -$25.4K 0.02% 131
2016
Q3 		$49K Sell
501
-3
-0.6% -$301 0.05% 81
2016
Q2 		$51K Buy
504
+204
+68% +$20.3K 0.06% 85
2016
Q1 		$29K Hold
300
– – 0.04% 102
2015
Q4 		$26K Hold
300
– – 0.09% 99
2015
Q3 		$24K Hold
300
– – 0.03% 108
2015
Q2 		$24K Hold
300
– – 0.03% 123
2015
Q1 		$23K Hold
300
– – 0.02% 130
2014
Q4 		$24K Buy
+300
New +$25.8K 0.02% 117

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

Commonwealth Financial Services's PM Position: Q2 2026 in Review

Commonwealth Financial Services increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $71.1K and bringing the position to 3,602 shares worth $652K. The position accounts for 0.09% of the portfolio, ranked #134.

Commonwealth Financial Services first reported a position in PM in Q4 2014 and has held it in 18 quarters since. 526 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Commonwealth Financial Services held 3,602 shares of Philip Morris worth $652K as of Q2 2026.
  • Commonwealth Financial Services bought 410 Philip Morris shares in Q2 2026, an estimated $71.1K.
  • Philip Morris made up 0.09% of Commonwealth Financial Services's portfolio in Q2 2026, its #134 holding.
  • Commonwealth Financial Services first reported a position in Philip Morris in Q4 2014 and has held it in 18 quarters since.
  • 526 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.