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Cove Private Wealth’s Philip Morris PM Stock Holding History

Cove Private Wealth’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 		$425K Buy
2,348
+165
+8% +$28.6K 0.08% 154
2026
Q1 		$361K Buy
+2,183
New +$379K 0.08% 143

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cove Private Wealth's PM Position: Q2 2026 in Review

Cove Private Wealth increased its Philip Morris (PM) stake by 7.6% in Q2 2026, buying an estimated $28.6K and bringing the position to 2,348 shares worth $425K. The position accounts for 0.08% of the portfolio, ranked #154.

Cove Private Wealth first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 1,376 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cove Private Wealth held 2,348 shares of Philip Morris worth $425K as of Q2 2026.
  • Cove Private Wealth bought 165 Philip Morris shares in Q2 2026, an estimated $28.6K.
  • Philip Morris made up 0.08% of Cove Private Wealth's portfolio in Q2 2026, its #154 holding.
  • Cove Private Wealth first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.