Core Wealth Partners’s Philip Morris PM Stock Holding History

Core Wealth Partners’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	$259K	Sell	1,430 -31	-2%	-$5.38K	0.11%	152
2026 Q1	$241K	Buy	1,461 +1	+0.1%	+$174	0.11%	147
2025 Q4	$234K	Hold	1,460	–	–	0.11%	148
2025 Q3	$237K	Buy	1,460 +30	+2%	+$5.05K	0.11%	144
2025 Q2	$260K	Hold	1,430	–	–	0.13%	137
2025 Q1	$227K	Buy	+1,430	New	+$203K	0.13%	153

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

Core Wealth Partners's PM Position: Q2 2026 in Review

Core Wealth Partners reduced its Philip Morris (PM) stake by 2.1% in Q2 2026, selling an estimated $5.38K and leaving 1,430 shares worth $259K. The position accounts for 0.11% of the portfolio, ranked #152.

Core Wealth Partners first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $260K in Q2 2025. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Core Wealth Partners held 1,430 shares of Philip Morris worth $259K as of Q2 2026.
Core Wealth Partners sold 31 Philip Morris shares in Q2 2026, an estimated $5.38K.
Philip Morris made up 0.11% of Core Wealth Partners's portfolio in Q2 2026, its #152 holding.
Core Wealth Partners first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Core Wealth Partners's Philip Morris position peaked at $260K in Q2 2025.
947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.