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Curated Wealth Partners’s Philip Morris PM Stock Holding History

Curated Wealth 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 		$6.17M Buy
5,896,886
+5,894,400
+237,104% +$1.02B 0.8% 18
2026
Q1 		$411K Sell
2,486
-20
-0.8% -$3.48K 0.05% 124
2025
Q4 		$402K Buy
+2,506
New +$388K 0.04% 132
2025
Q3 		– Sell
-1,124
Closed -$205K – 170
2025
Q2 		$205K Buy
+1,124
New +$193K 0.02% 151

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Curated Wealth Partners's PM Position: Q2 2026 in Review

Curated Wealth Partners increased its Philip Morris (PM) stake by 237,104% in Q2 2026, buying an estimated $1.02B and bringing the position to 5,896,886 shares worth $6.17M. The position accounts for 0.8% of the portfolio, ranked #18.

Curated Wealth Partners first reported a position in PM in Q2 2025 and has held it in 4 quarters since. 1,057 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Curated Wealth Partners held 5,896,886 shares of Philip Morris worth $6.17M as of Q2 2026.
  • Curated Wealth Partners bought 5,894,400 Philip Morris shares in Q2 2026, an estimated $1.02B.
  • Philip Morris made up 0.8% of Curated Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Curated Wealth Partners first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.