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Doliver Advisors’s Philip Morris PM Stock Holding History

Doliver Advisors’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
2019
Q2 		– Sell
-1,000
Closed -$2K – 162
2019
Q1 		$2K Buy
+1,000
New +$80.5K ﹤0.01% 133

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

Doliver Advisors's PM Position: Q2 2026 in Review

Doliver Advisors reduced its Philip Morris (PM) stake by 1.2% in Q2 2026, selling an estimated $45.1K and leaving 20,832 shares worth $3.77M. The position accounts for 0.85% of the portfolio, ranked #18.

Doliver Advisors first reported a position in PM in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.33M in Q1 2025. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Doliver Advisors held 20,832 shares of Philip Morris worth $3.77M as of Q2 2026.
  • Doliver Advisors sold 260 Philip Morris shares in Q2 2026, an estimated $45.1K.
  • Philip Morris made up 0.85% of Doliver Advisors's portfolio in Q2 2026, its #18 holding.
  • Doliver Advisors first reported a position in Philip Morris in Q2 2017 and has held it in 37 quarters since.
  • Doliver Advisors's Philip Morris position peaked at $4.33M in Q1 2025.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.