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Cromwell Holdings’s Philip Morris PM Stock Holding History

Cromwell Holdings’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 		$881K Buy
4,830
+560
+13% +$97.1K 0.4% 48
2026
Q1 		$712K Hold
4,270
– – 0.4% 38
2025
Q4 		$691K Hold
4,270
– – 0.38% 42
2025
Q3 		$693K Hold
4,270
– – 0.37% 40
2025
Q2 		$783K Hold
4,270
– – 0.48% 30
2025
Q1 		$684K Hold
4,270
– – 0.44% 34
2024
Q4 		$520K Hold
4,270
– – 0.3% 58
2024
Q3 		$524K Hold
4,270
– – 0.34% 53
2024
Q2 		$438K Buy
+4,270
New +$417K 0.26% 68

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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cromwell Holdings's PM Position: Q2 2026 in Review

Cromwell Holdings increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $97.1K and bringing the position to 4,830 shares worth $881K. The position accounts for 0.4% of the portfolio, ranked #48.

Cromwell Holdings first reported a position in PM in Q2 2024 and has held it in 9 quarters since. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cromwell Holdings held 4,830 shares of Philip Morris worth $881K as of Q2 2026.
  • Cromwell Holdings bought 560 Philip Morris shares in Q2 2026, an estimated $97.1K.
  • Philip Morris made up 0.4% of Cromwell Holdings's portfolio in Q2 2026, its #48 holding.
  • Cromwell Holdings first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.