CWA Asset Management Group’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,000
Closed -$600 672
2025
Q1
$600 Buy
+12,000
New +$1.7M ﹤0.01% 598

Other funds holding PM

CWA Asset Management Group's PM Position: Q2 2026 in Review

CWA Asset Management Group increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $213K and bringing the position to 10,897 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #288.

CWA Asset Management Group first reported a position in PM in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.02M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • CWA Asset Management Group held 10,897 shares of Philip Morris worth $1.97M as of Q2 2026.
  • CWA Asset Management Group bought 1,227 Philip Morris shares in Q2 2026, an estimated $213K.
  • Philip Morris made up 0.06% of CWA Asset Management Group's portfolio in Q2 2026, its #288 holding.
  • CWA Asset Management Group first reported a position in Philip Morris in Q4 2015 and has held it in 42 quarters since.
  • CWA Asset Management Group's Philip Morris position peaked at $8.02M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.