FS
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Financially Speaking’s Philip Morris PM Stock Holding History

Financially Speaking’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 		$14.1K Hold
85
– – 0.07% 55
2026
Q1 		$14.1K Hold
85
– – 0.07% 55
2025
Q4 		$13.6K Hold
85
– – 0.01% 99
2025
Q3 		$13.8K Hold
85
– – 0.01% 98
2025
Q2 		$15.5K Buy
+85
New +$14.6K 0.01% 80
2025
Q1 		– Sell
-85
Closed -$10.2K – 132
2024
Q4 		$10.2K Buy
+85
New +$10.7K 0.01% 101

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
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)
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Financially Speaking's PM Position: Q2 2026 in Review

Financially Speaking held its Philip Morris (PM) position steady in Q2 2026 at 85 shares worth $14.1K. The position accounts for 0.07% of the portfolio, ranked #55.

Financially Speaking first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.5K in Q2 2025. 1,081 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Financially Speaking held 85 shares of Philip Morris worth $14.1K as of Q2 2026.
  • Financially Speaking left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.07% of Financially Speaking's portfolio in Q2 2026, its #55 holding.
  • Financially Speaking first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Financially Speaking's Philip Morris position peaked at $15.5K in Q2 2025.
  • 1,081 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.