Comprehensive Financial Consultants Institutional’s Philip Morris PM Stock Holding History

Comprehensive Financial Consultants Institutional’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	$223K	Buy	1,233 +10	+0.8%	+$1.73K	0.06%	196
2026 Q1	$202K	Buy	+1,223	New	+$213K	0.06%	191
2025 Q4	–	Sell	-1,342	Closed	-$218K	–	196
2025 Q3	$218K	Hold	1,342	–	–	0.07%	180
2025 Q2	$244K	Sell	1,342 -118	-8%	-$20.3K	0.08%	169
2025 Q1	$232K	Buy	+1,460	New	+$207K	0.08%	168
2022 Q1	–	Sell	-1,478	Closed	-$155K	–	397
2021 Q4	$155K	Buy	+1,478	New	+$138K	0.1%	172

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

Comprehensive Financial Consultants Institutional's PM Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Philip Morris (PM) stake by 0.82% in Q2 2026, buying an estimated $1.73K and bringing the position to 1,233 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #196.

Comprehensive Financial Consultants Institutional first reported a position in PM in Q4 2021 and has held it in 6 quarters since. The position peaked at $244K in Q2 2025. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Comprehensive Financial Consultants Institutional held 1,233 shares of Philip Morris worth $223K as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 10 Philip Morris shares in Q2 2026, an estimated $1.73K.
Philip Morris made up 0.06% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #196 holding.
Comprehensive Financial Consultants Institutional first reported a position in Philip Morris in Q4 2021 and has held it in 6 quarters since.
Comprehensive Financial Consultants Institutional's Philip Morris position peaked at $244K in Q2 2025.
839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.