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Everhart Financial Group’s Philip Morris PM Stock Holding History

Everhart Financial Group’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 		$2.8M Buy
15,494
+694
+5% +$120K 0.18% 60
2026
Q1 		$2.45M Buy
14,800
+689
+5% +$120K 0.21% 63
2025
Q4 		$2.26M Buy
14,111
+210
+2% +$32.5K 0.21% 63
2025
Q3 		$2.25M Buy
13,901
+412
+3% +$69.3K 0.23% 53
2025
Q2 		$2.46M Buy
13,489
+1,252
+10% +$215K 0.28% 47
2025
Q1 		$1.94M Buy
12,237
+768
+7% +$109K 0.27% 49
2024
Q4 		$1.38M Buy
11,469
+928
+9% +$117K 0.28% 62
2024
Q3 		$1.28M Buy
10,541
+3,096
+42% +$360K 0.28% 67
2024
Q2 		$754K Buy
7,445
+1,429
+24% +$140K 0.2% 109
2024
Q1 		$551K Buy
6,016
+2,494
+71% +$230K 0.16% 136
2023
Q4 		$331K Sell
3,522
-1,847
-34% -$170K 0.12% 165
2023
Q3 		$497K Buy
5,369
+366
+7% +$35.2K 0.21% 95
2023
Q2 		$488K Buy
5,003
+321
+7% +$30.7K 0.2% 99
2023
Q1 		$455K Buy
4,682
+1,717
+58% +$171K 0.2% 96
2022
Q4 		$300K Sell
2,965
-1,332
-31% -$126K 0.15% 120
2022
Q3 		$356K Sell
4,297
-791
-16% -$75.4K 0.2% 103
2022
Q2 		$502K Buy
5,088
+2,477
+95% +$253K 0.31% 75
2022
Q1 		$245K Buy
+2,611
New +$261K 0.14% 106

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

Everhart Financial Group's PM Position: Q2 2026 in Review

Everhart Financial Group increased its Philip Morris (PM) stake by 4.7% in Q2 2026, buying an estimated $120K and bringing the position to 15,494 shares worth $2.8M. The position accounts for 0.18% of the portfolio, ranked #60.

Everhart Financial Group first reported a position in PM in Q1 2022 and has held it in 18 quarters since. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Everhart Financial Group held 15,494 shares of Philip Morris worth $2.8M as of Q2 2026.
  • Everhart Financial Group bought 694 Philip Morris shares in Q2 2026, an estimated $120K.
  • Philip Morris made up 0.18% of Everhart Financial Group's portfolio in Q2 2026, its #60 holding.
  • Everhart Financial Group first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.