FWM
PM icon

Foguth Wealth Management’s Philip Morris PM Stock Holding History

Foguth Wealth Management’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 		$400K Buy
2,073
+18
+0.9% +$3.12K 0.05% 138
2026
Q1 		$365K Sell
2,055
-743
-27% -$129K 0.04% 140
2025
Q4 		$449K Buy
+2,798
New +$433K 0.07% 111
2025
Q2 		$469K Sell
2,574
-381
-13% -$65.4K 0.1% 84
2025
Q1 		$469K Sell
2,955
-388
-12% -$55K 0.11% 85
2024
Q4 		$425K Buy
3,343
+287
+9% +$36.2K 0.11% 92
2024
Q3 		$363K Sell
3,056
-1,549
-34% -$180K 0.13% 88
2024
Q2 		$467K Buy
4,605
+1,114
+32% +$109K 0.21% 67
2024
Q1 		$320K Buy
+3,491
New +$322K 0.17% 97

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

Foguth Wealth Management's PM Position: Q2 2026 in Review

Foguth Wealth Management increased its Philip Morris (PM) stake by 0.88% in Q2 2026, buying an estimated $3.12K and bringing the position to 2,073 shares worth $400K. The position accounts for 0.05% of the portfolio, ranked #138.

Foguth Wealth Management first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $469K in Q1 2025. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Foguth Wealth Management held 2,073 shares of Philip Morris worth $400K as of Q2 2026.
  • Foguth Wealth Management bought 18 Philip Morris shares in Q2 2026, an estimated $3.12K.
  • Philip Morris made up 0.05% of Foguth Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Foguth Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
  • Foguth Wealth Management's Philip Morris position peaked at $469K in Q1 2025.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.