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Everpar Advisors’s Philip Morris PM Stock Holding History

Everpar 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
2026
Q2 		$962K Buy
5,320
+116
+2% +$20.1K 0.27% 78
2026
Q1 		$860K Buy
5,204
+677
+15% +$118K 0.3% 69
2025
Q4 		$726K Buy
4,527
+185
+4% +$28.7K 0.27% 75
2025
Q3 		$704K Buy
4,342
+18
+0.4% +$3.03K 0.28% 81
2025
Q2 		$788K Sell
4,324
-15
-0.3% -$2.58K 0.36% 58
2025
Q1 		$689K Sell
4,339
-165
-4% -$23.4K 0.37% 59
2024
Q4 		$542K Buy
4,504
+172
+4% +$21.7K 0.27% 90
2024
Q3 		$526K Sell
4,332
-796
-16% -$92.5K 0.27% 106
2024
Q2 		$520K Buy
5,128
+1,043
+26% +$102K 0.26% 116
2024
Q1 		$374K Sell
4,085
-4,610
-53% -$425K 0.23% 153
2023
Q4 		$818K Buy
+8,695
New +$801K 0.38% 92

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

Everpar Advisors's PM Position: Q2 2026 in Review

Everpar Advisors increased its Philip Morris (PM) stake by 2.2% in Q2 2026, buying an estimated $20.1K and bringing the position to 5,320 shares worth $962K. The position accounts for 0.27% of the portfolio, ranked #78.

Everpar Advisors first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Everpar Advisors held 5,320 shares of Philip Morris worth $962K as of Q2 2026.
  • Everpar Advisors bought 116 Philip Morris shares in Q2 2026, an estimated $20.1K.
  • Philip Morris made up 0.27% of Everpar Advisors's portfolio in Q2 2026, its #78 holding.
  • Everpar Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.