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Cornerstone Wealth Management’s Philip Morris PM Stock Holding History

Cornerstone 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 		$2.75M Buy
15,192
+26
+0.2% +$4.51K 0.12% 164
2026
Q1 		$2.51M Sell
15,166
-232
-2% -$40.3K 0.13% 161
2025
Q4 		$2.47M Buy
15,398
+157
+1% +$24.3K 0.13% 156
2025
Q3 		$2.47M Buy
15,241
+9
+0.1% +$1.51K 0.14% 145
2025
Q2 		$2.77M Buy
15,232
+2,286
+18% +$393K 0.17% 126
2025
Q1 		$2.05M Buy
12,946
+779
+6% +$110K 0.14% 145
2024
Q4 		$1.46M Buy
12,167
+264
+2% +$33.3K 0.1% 168
2024
Q3 		$1.44M Sell
11,903
-139
-1% -$16.1K 0.1% 168
2024
Q2 		$1.22M Buy
12,042
+200
+2% +$19.6K 0.09% 175
2024
Q1 		$1.09M Sell
11,842
-123
-1% -$11.3K 0.09% 189
2023
Q4 		$1.13M Sell
11,965
-1,625
-12% -$150K 0.1% 179
2023
Q3 		$1.26M Sell
13,590
-570
-4% -$54.9K 0.12% 155
2023
Q2 		$1.38M Buy
14,160
+772
+6% +$73.8K 0.12% 152
2023
Q1 		$1.3M Buy
+13,388
New +$1.33M 0.13% 147
2022
Q3 		$1.06M Buy
12,795
+151
+1% +$14.4K 0.12% 150
2022
Q2 		$1.25M Sell
12,644
-103
-0.8% -$10.5K 0.14% 138
2022
Q1 		$1.2M Sell
12,747
-1,094
-8% -$109K 0.12% 152
2021
Q4 		$1.32M Buy
13,841
+212
+2% +$19.8K 0.13% 156
2021
Q3 		$1.29M Buy
13,629
+94
+0.7% +$9.46K 0.14% 150
2021
Q2 		$1.34M Buy
13,535
+107
+0.8% +$10.3K 0.14% 149
2021
Q1 		$1.19M Sell
13,428
-235
-2% -$20K 0.14% 149
2020
Q4 		$1.13M Hold
13,663
– – 0.14% 142
2020
Q3 		$1.02M Sell
13,663
-6
-0% -$463 0.15% 131
2020
Q2 		$958K Buy
13,669
+794
+6% +$57.9K 0.15% 139
2020
Q1 		$939K Buy
12,875
+697
+6% +$57.4K 0.18% 110
2019
Q4 		$1.04M Sell
12,178
-1,133
-9% -$93.4K 0.17% 126
2019
Q3 		$1.01M Sell
13,311
-1,228
-8% -$97.3K 0.18% 126
2019
Q2 		$1.14M Buy
14,539
+1,173
+9% +$96.9K 0.21% 105
2019
Q1 		$882K Sell
13,366
-586
-4% -$47.2K 0.11% 198
2018
Q4 		$930K Sell
13,952
-1,598,277
-99% -$133M 0.2% 102
2018
Q3 		$14.2M Buy
1,612,229
+817,980
+103% +$67.1M 0.18% 128
2018
Q2 		$9.9M Buy
794,249
+783,894
+7,570% +$66.5M 0.11% 195
2018
Q1 		$1.01M Buy
10,355
+281
+3% +$29.3K 0.19% 111
2017
Q4 		$1.04M Sell
10,074
-4,146
-29% -$442K 0.2% 110
2017
Q3 		$1.61M Buy
14,220
+650
+5% +$75.6K 0.33% 58
2017
Q2 		$1.6M Buy
13,570
+4,059
+43% +$470K 0.36% 53
2017
Q1 		$1.08M Buy
9,511
+2,101
+28% +$217K 0.27% 81
2016
Q4 		$675K Buy
7,410
+444
+6% +$41.1K 0.22% 94
2016
Q3 		$669K Buy
+6,966
New +$698K 0.25% 81

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Philip Morris (PM) stake by 0.17% in Q2 2026, buying an estimated $4.51K and bringing the position to 15,192 shares worth $2.75M. The position accounts for 0.12% of the portfolio, ranked #164.

Cornerstone Wealth Management first reported a position in PM in Q3 2016 and has held it in 39 quarters since. The position peaked at $14.2M in Q3 2018. 763 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cornerstone Wealth Management held 15,192 shares of Philip Morris worth $2.75M as of Q2 2026.
  • Cornerstone Wealth Management bought 26 Philip Morris shares in Q2 2026, an estimated $4.51K.
  • Philip Morris made up 0.12% of Cornerstone Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Cornerstone Wealth Management first reported a position in Philip Morris in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Philip Morris position peaked at $14.2M in Q3 2018.
  • 763 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.