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Farther Finance Advisors’s Philip Morris PM Stock Holding History

Farther Finance 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 		$14.1M Buy
77,888
+16,035
+26% +$2.78M 0.11% 161
2026
Q1 		$9.73M Buy
61,853
+5,294
+9% +$920K 0.09% 196
2025
Q4 		$9.07M Buy
56,559
+15,681
+38% +$2.43M 0.1% 182
2025
Q3 		$6.63M Buy
40,878
+7,154
+21% +$1.2M 0.1% 172
2025
Q2 		$6.14M Buy
33,724
+7,059
+26% +$1.21M 0.12% 158
2025
Q1 		$4.22M Buy
26,665
+6,586
+33% +$933K 0.11% 181
2024
Q4 		$2.42M Sell
20,079
-6,533
-25% -$824K 0.09% 190
2024
Q3 		$3.23M Buy
26,612
+5,996
+29% +$697K 0.12% 143
2024
Q2 		$2.09M Buy
20,616
+2,847
+16% +$278K 0.1% 162
2024
Q1 		$1.62M Buy
17,769
+4,649
+35% +$429K 0.1% 177
2023
Q4 		$1.23M Buy
13,120
+5,721
+77% +$527K 0.09% 206
2023
Q3 		$685K Buy
7,399
+316
+4% +$30.4K 0.11% 160
2023
Q2 		$691K Buy
7,083
+5,728
+423% +$547K 0.15% 126
2023
Q1 		$132K Buy
1,355
+674
+99% +$67.2K 0.04% 338
2022
Q4 		$68.9K Buy
+681
New +$64.3K 0.03% 418

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

Farther Finance Advisors's PM Position: Q2 2026 in Review

Farther Finance Advisors increased its Philip Morris (PM) stake by 26% in Q2 2026, buying an estimated $2.78M and bringing the position to 77,888 shares worth $14.1M. The position accounts for 0.11% of the portfolio, ranked #161.

Farther Finance Advisors first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Farther Finance Advisors held 77,888 shares of Philip Morris worth $14.1M as of Q2 2026.
  • Farther Finance Advisors bought 16,035 Philip Morris shares in Q2 2026, an estimated $2.78M.
  • Philip Morris made up 0.11% of Farther Finance Advisors's portfolio in Q2 2026, its #161 holding.
  • Farther Finance Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.