FNY Investment Advisers’s Philip Morris PM Stock Holding History

FNY Investment Advisers’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	$5.01M	Buy	+27,690	New	+$4.8M	1.8%	5
2026 Q1	–	Sell	-27,400	Closed	-$4.39M	–	1024
2025 Q4	$4.39M	Buy	27,400 +27,195	+13,266%	+$4.21M	1.24%	11
2025 Q3	$33K	Buy	+205	New	+$34.5K	0.01%	593
2025 Q2	–	Sell	-4,466	Closed	-$708K	–	1141
2025 Q1	$708K	Buy	4,466 +1,266	+40%	+$179K	0.43%	61
2024 Q4	$385K	Buy	3,200 +1,500	+88%	+$189K	0.2%	104
2024 Q3	$206K	Sell	1,700 -1,700	-50%	-$198K	0.1%	168
2024 Q2	$344K	Sell	3,400 -6,700	-66%	-$655K	0.23%	76
2024 Q1	$925	Buy	10,100 +9,900	+4,950%	+$913K	0.56%	45
2023 Q4	$18K	Buy	+200	New	+$18.4K	0.02%	270
2022 Q2	–	Sell	-500	Closed	-$46K	–	856
2022 Q1	$46K	Buy	+500	New	+$50K	0.04%	267
2018 Q3	–	Sell	-1,000	Closed	-$80K	–	1226
2018 Q2	$80K	Buy	+1,000	New	+$84.9K	0.03%	247

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FNY Investment Advisers's PM Position: Q2 2026 in Review

FNY Investment Advisers opened a new position in Philip Morris (PM) in Q2 2026: 27,690 shares worth $5.01M. The stake represents 1.8% of the portfolio and ranks #5 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in PM as recently as Q4 2025.

FNY Investment Advisers first reported a position in PM in Q2 2018 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold PM as of Q2 2026.

FNY Investment Advisers held 27,690 shares of Philip Morris worth $5.01M as of Q2 2026.
Philip Morris was a new FNY Investment Advisers position in Q2 2026.
Philip Morris made up 1.8% of FNY Investment Advisers's portfolio in Q2 2026, its #5 holding.
FNY Investment Advisers first reported a position in Philip Morris in Q2 2018 and has held it in 11 quarters since.
1,391 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.