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Dynamic Advisor Solutions’s Philip Morris PM Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-4,000
Closed -$11K – 569
2019
Q2 		$11K Buy
+4,000
New +$330K ﹤0.01% 507

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's PM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Philip Morris (PM) stake by 8.8% in Q2 2026, selling an estimated $325K and leaving 19,390 shares worth $3.51M. The position accounts for 0.1% of the portfolio, ranked #217.

Dynamic Advisor Solutions first reported a position in PM in Q4 2013 and has held it in 49 quarters since. The position peaked at $4.21M in Q2 2025. 559 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Dynamic Advisor Solutions held 19,390 shares of Philip Morris worth $3.51M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,873 Philip Morris shares in Q2 2026, an estimated $325K.
  • Philip Morris made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #217 holding.
  • Dynamic Advisor Solutions first reported a position in Philip Morris in Q4 2013 and has held it in 49 quarters since.
  • Dynamic Advisor Solutions's Philip Morris position peaked at $4.21M in Q2 2025.
  • 559 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.