Empirical Wealth Management’s Philip Morris PM Stock Holding History

Empirical Wealth Management’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	$16.9M	Buy	93,226 +2,255	+2%	+$391K	0.25%	78
2026 Q1	$15M	Buy	90,971 +3,356	+4%	+$583K	0.26%	69
2025 Q4	$14.1M	Sell	87,615 -2,541	-3%	-$394K	0.25%	73
2025 Q3	$14.6M	Sell	90,156 -17,878	-17%	-$3.01M	0.29%	68
2025 Q2	$19.7M	Sell	108,034 -1,432	-1%	-$246K	0.44%	44
2025 Q1	$17.4M	Buy	109,466 +98,825	+929%	+$14M	0.45%	40
2024 Q4	$1.28M	Buy	10,641 +3,004	+39%	+$379K	0.03%	252
2024 Q3	$927K	Buy	7,637 +575	+8%	+$66.8K	0.03%	278
2024 Q2	$716K	Sell	7,062 -1,868	-21%	-$183K	0.02%	293
2024 Q1	$818K	Sell	8,930 -12,652	-59%	-$1.17M	0.02%	274
2023 Q4	$2.03M	Buy	21,582 +1,106	+5%	+$102K	0.07%	164
2023 Q3	$1.9M	Buy	20,476 +1,347	+7%	+$130K	0.07%	161
2023 Q2	$1.87M	Sell	19,129 -737	-4%	-$70.4K	0.08%	160
2023 Q1	$1.93M	Buy	19,866 +550	+3%	+$54.8K	0.08%	145
2022 Q4	$1.96M	Sell	19,316 -267	-1%	-$25.2K	0.09%	139
2022 Q3	$1.63M	Sell	19,583 -5,871	-23%	-$560K	0.09%	147
2022 Q2	$2.51M	Sell	25,454 -12,899	-34%	-$1.32M	0.13%	110
2022 Q1	$3.6M	Buy	38,353 +14,405	+60%	+$1.44M	0.18%	89
2021 Q4	$2.27M	Buy	23,948 +14,164	+145%	+$1.32M	0.11%	118
2021 Q3	$927K	Sell	9,784 -1,904	-16%	-$192K	0.05%	205
2021 Q2	$1.16M	Buy	11,688 +858	+8%	+$82.3K	0.07%	169
2021 Q1	$961K	Sell	10,830 -694	-6%	-$58.9K	0.08%	159
2020 Q4	$954K	Buy	11,524 +3,023	+36%	+$235K	0.07%	157
2020 Q3	$638K	Buy	8,501 +2,415	+40%	+$186K	0.05%	178
2020 Q2	$426K	Buy	6,086 +1,561	+34%	+$114K	0.04%	231
2020 Q1	$330K	Buy	4,525 +273	+6%	+$22.5K	0.04%	237
2019 Q4	$362K	Sell	4,252 -1,440	-25%	-$119K	0.04%	231
2019 Q3	$432K	Sell	5,692 -71	-1%	-$5.63K	0.05%	188
2019 Q2	$453K	Buy	5,763 +1,123	+24%	+$92.8K	0.06%	163
2019 Q1	$410K	Sell	4,640 -54	-1%	-$4.35K	0.06%	154
2018 Q4	$313K	Sell	4,694 -1,285	-21%	-$107K	0.05%	155
2018 Q3	$488K	Buy	5,979 +524	+10%	+$43K	0.09%	120
2018 Q2	$440K	Buy	5,455 +1,637	+43%	+$139K	0.08%	116
2018 Q1	$380K	Buy	3,818 +146	+4%	+$15.2K	0.08%	113
2017 Q4	$388K	Buy	3,672 +1,680	+84%	+$179K	0.08%	101
2017 Q3	$221K	Buy	1,992 +119	+6%	+$13.8K	0.05%	130
2017 Q2	$220K	Buy	+1,873	New	+$217K	0.05%	122
2014 Q4	–	Sell	-5,128	Closed	-$428K	–	103
2014 Q3	$428K	Buy	+5,128	New	+$434K	0.1%	72

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Empirical Wealth Management's PM Position: Q2 2026 in Review

Empirical Wealth Management increased its Philip Morris (PM) stake by 2.5% in Q2 2026, buying an estimated $391K and bringing the position to 93,226 shares worth $16.9M. The position accounts for 0.25% of the portfolio, ranked #78.

Empirical Wealth Management first reported a position in PM in Q3 2014 and has held it in 38 quarters since. The position peaked at $19.7M in Q2 2025. 1,191 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Empirical Wealth Management held 93,226 shares of Philip Morris worth $16.9M as of Q2 2026.
Empirical Wealth Management bought 2,255 Philip Morris shares in Q2 2026, an estimated $391K.
Philip Morris made up 0.25% of Empirical Wealth Management's portfolio in Q2 2026, its #78 holding.
Empirical Wealth Management first reported a position in Philip Morris in Q3 2014 and has held it in 38 quarters since.
Empirical Wealth Management's Philip Morris position peaked at $19.7M in Q2 2025.
1,191 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.