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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
2020
Q4 		– Sell
-9,512
Closed -$713K – 450
2020
Q3 		$713K Buy
+9,512
New +$734K 0.18% 99

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FWIA
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New York State Teachers Retirement System (NYSTRS)
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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. 850 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.
  • 850 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.