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DiNuzzo Private Wealth’s Philip Morris PM Stock Holding History

DiNuzzo Private Wealth’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 		$31.1K Hold
172
– – ﹤0.01% 173
2026
Q1 		$28.4K Hold
172
– – ﹤0.01% 168
2025
Q4 		$27.6K Sell
172
-1
-0.6% -$155 ﹤0.01% 169
2025
Q3 		$28.9K Sell
173
-3
-2% -$505 ﹤0.01% 158
2025
Q2 		$32.1K Buy
176
+3
+2% +$515 ﹤0.01% 151
2025
Q1 		$27.5K Hold
173
– – ﹤0.01% 153
2024
Q4 		$20.8K Buy
173
+1
+0.6% +$126 ﹤0.01% 172
2024
Q3 		$20.9K Buy
172
+2
+1% +$232 ﹤0.01% 180
2024
Q2 		$17.2K Buy
170
+11
+7% +$1.07K ﹤0.01% 149
2024
Q1 		$14.6K Buy
159
+3
+2% +$277 ﹤0.01% 146
2023
Q4 		$14.7K Buy
+156
New +$14.4K ﹤0.01% 148

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

DiNuzzo Private Wealth's PM Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Philip Morris (PM) position steady in Q2 2026 at 172 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

DiNuzzo Private Wealth first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.1K in Q2 2025. 1,149 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • DiNuzzo Private Wealth held 172 shares of Philip Morris worth $31.1K as of Q2 2026.
  • DiNuzzo Private Wealth left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #173 holding.
  • DiNuzzo Private Wealth first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Philip Morris position peaked at $32.1K in Q2 2025.
  • 1,149 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.