Courage Miller Partners’s Philip Morris PM Stock Holding History

Courage Miller 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	$271K	Hold	1,500	–	–	0.07%	81
2026 Q1	$248K	Hold	1,500	–	–	0.07%	86
2025 Q4	$241K	Hold	1,500	–	–	0.07%	80
2025 Q3	$243K	Hold	1,500	–	–	0.07%	79
2025 Q2	$273K	Hold	1,500	–	–	0.09%	76
2025 Q1	$238K	Buy	+1,500	New	+$212K	0.08%	76

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Courage Miller Partners's PM Position: Q2 2026 in Review

Courage Miller Partners held its Philip Morris (PM) position steady in Q2 2026 at 1,500 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #81.

Courage Miller Partners first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $273K in Q2 2025. 1,343 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Courage Miller Partners held 1,500 shares of Philip Morris worth $271K as of Q2 2026.
Courage Miller Partners left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.07% of Courage Miller Partners's portfolio in Q2 2026, its #81 holding.
Courage Miller Partners first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Courage Miller Partners's Philip Morris position peaked at $273K in Q2 2025.
1,343 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.