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Fifth Third Wealth Advisors’s Philip Morris PM Stock Holding History

Fifth Third Wealth 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 		$11.5M Sell
63,294
-1,845
-3% -$320K 0.32% 58
2026
Q1 		$10.8M Buy
65,139
+14,459
+29% +$2.51M 0.36% 47
2025
Q4 		$8.13M Buy
50,680
+1,156
+2% +$179K 0.29% 56
2025
Q3 		$8.03M Buy
49,524
+2,827
+6% +$476K 0.3% 54
2025
Q2 		$8.5M Buy
46,697
+14,940
+47% +$2.57M 0.36% 45
2025
Q1 		$5.04M Buy
31,757
+5,686
+22% +$805K 0.26% 61
2024
Q4 		$3.14M Buy
26,071
+5,185
+25% +$654K 0.17% 88
2024
Q3 		$2.54M Buy
20,886
+2,699
+15% +$314K 0.16% 99
2024
Q2 		$1.84M Buy
18,187
+7,686
+73% +$751K 0.14% 101
2024
Q1 		$962K Buy
10,501
+3,280
+45% +$302K 0.15% 104
2023
Q4 		$679K Buy
7,221
+2,402
+50% +$221K 0.22% 98
2023
Q3 		$446K Buy
+4,819
New +$464K 0.18% 114

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

Fifth Third Wealth Advisors's PM Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Philip Morris (PM) stake by 2.8% in Q2 2026, selling an estimated $320K and leaving 63,294 shares worth $11.5M. The position accounts for 0.32% of the portfolio, ranked #58.

Fifth Third Wealth Advisors first reported a position in PM in Q3 2023 and has held it in 12 quarters since. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Fifth Third Wealth Advisors held 63,294 shares of Philip Morris worth $11.5M as of Q2 2026.
  • Fifth Third Wealth Advisors sold 1,845 Philip Morris shares in Q2 2026, an estimated $320K.
  • Philip Morris made up 0.32% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Fifth Third Wealth Advisors first reported a position in Philip Morris in Q3 2023 and has held it in 12 quarters since.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.