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Crown Wealth Group’s Philip Morris PM Stock Holding History

Crown Wealth Group’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 		$272K Buy
1,503
+64
+4% +$11.1K 0.07% 119
2026
Q1 		$238K Buy
+1,439
New +$250K 0.07% 126
2025
Q3 		– Sell
-1,354
Closed -$247K – 135
2025
Q2 		$247K Hold
1,354
– – 0.09% 94
2025
Q1 		$215K Buy
+1,354
New +$192K 0.11% 100

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

Crown Wealth Group's PM Position: Q2 2026 in Review

Crown Wealth Group increased its Philip Morris (PM) stake by 4.4% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,503 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #119.

Crown Wealth Group first reported a position in PM in Q1 2025 and has held it in 4 quarters since. 1,310 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Crown Wealth Group held 1,503 shares of Philip Morris worth $272K as of Q2 2026.
  • Crown Wealth Group bought 64 Philip Morris shares in Q2 2026, an estimated $11.1K.
  • Philip Morris made up 0.07% of Crown Wealth Group's portfolio in Q2 2026, its #119 holding.
  • Crown Wealth Group first reported a position in Philip Morris in Q1 2025 and has held it in 4 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.