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Cypress Wealth Services’s Philip Morris PM Stock Holding History

Cypress Wealth Services’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 		$1.28M Sell
7,052
-754
-10% -$131K 0.16% 106
2026
Q1 		$1.29M Sell
7,806
-49
-0.6% -$8.52K 0.18% 96
2025
Q4 		$1.26M Buy
7,855
+233
+3% +$36.1K 0.17% 96
2025
Q3 		$1.24M Buy
7,622
+24
+0.3% +$4.04K 0.2% 88
2025
Q2 		$1.38M Buy
7,598
+112
+1% +$19.2K 0.25% 77
2025
Q1 		$1.19M Buy
7,486
+95
+1% +$13.5K 0.24% 80
2024
Q4 		$889K Buy
7,391
+643
+10% +$81.1K 0.18% 91
2024
Q3 		$819K Buy
6,748
+89
+1% +$10.3K 0.17% 102
2024
Q2 		$675K Buy
6,659
+320
+5% +$31.3K 0.15% 108
2024
Q1 		$581K Sell
6,339
-484
-7% -$44.6K 0.14% 125
2023
Q4 		$642K Buy
6,823
+51
+0.8% +$4.7K 0.16% 111
2023
Q3 		$627K Buy
6,772
+249
+4% +$24K 0.17% 110
2023
Q2 		$645K Buy
6,523
+2,009
+45% +$192K 0.17% 103
2023
Q1 		$439K Buy
4,514
+267
+6% +$26.6K 0.13% 139
2022
Q4 		$430K Buy
4,247
+185
+5% +$17.5K 0.14% 137
2022
Q3 		$344K Buy
4,062
+85
+2% +$8.11K 0.12% 150
2022
Q2 		$393K Buy
3,977
+862
+28% +$87.9K 0.13% 142
2022
Q1 		$293K Buy
3,115
+860
+38% +$86K 0.08% 183
2021
Q4 		$214K Buy
2,255
+86
+4% +$8.04K 0.06% 215
2021
Q3 		$206K Sell
2,169
-6,475
-75% -$651K 0.06% 213
2021
Q2 		$857K Sell
8,644
-1,332
-13% -$128K 0.23% 78
2021
Q1 		$885K Buy
9,976
+716
+8% +$60.8K 0.19% 97
2020
Q4 		$767K Buy
+9,260
New +$721K 0.17% 98
2020
Q3 		– Sell
-47,920
Closed -$3.7M – 437
2020
Q2 		$3.36M Sell
47,920
-15
-0% -$1.09K 0.8% 39
2020
Q1 		$3.5M Sell
47,935
-187
-0.4% -$15.4K 1.03% 26
2019
Q4 		$4.09M Sell
48,122
-261
-0.5% -$21.5K 1.03% 27
2019
Q3 		$3.67M Sell
48,383
-477
-1% -$37.8K 1.01% 26
2019
Q2 		$3.84M Sell
48,860
-15,131
-24% -$1.25M 1.11% 22
2019
Q1 		$5.66M Buy
63,991
+58
+0.1% +$4.67K 1.79% 9
2018
Q4 		$4.27M Sell
63,933
-1,638
-2% -$137K 1.69% 17
2018
Q3 		$5.35M Sell
65,571
-754
-1% -$61.9K 1.91% 10
2018
Q2 		$5.36M Buy
66,325
+810
+1% +$68.7K 2.03% 6
2018
Q1 		$6.51M Sell
65,515
-2,439
-4% -$254K 2.78% 1
2017
Q4 		$7.18M Buy
+67,954
New +$7.24M 2.98% 1

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
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

Cypress Wealth Services's PM Position: Q2 2026 in Review

Cypress Wealth Services reduced its Philip Morris (PM) stake by 9.7% in Q2 2026, selling an estimated $131K and leaving 7,052 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #106.

Cypress Wealth Services first reported a position in PM in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.18M in Q4 2017. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cypress Wealth Services held 7,052 shares of Philip Morris worth $1.28M as of Q2 2026.
  • Cypress Wealth Services sold 754 Philip Morris shares in Q2 2026, an estimated $131K.
  • Philip Morris made up 0.16% of Cypress Wealth Services's portfolio in Q2 2026, its #106 holding.
  • Cypress Wealth Services first reported a position in Philip Morris in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Philip Morris position peaked at $7.18M in Q4 2017.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.