Foresight Capital Management Advisors’s Philip Morris PM Stock Holding History

Foresight Capital Management 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	$216K	Buy	+1,193	New	+$207K	0.1%	77
2025 Q3	–	Sell	-1,140	Closed	-$208K	–	98
2025 Q2	$208K	Sell	1,140 -1,071	-48%	-$184K	0.12%	70
2025 Q1	$351K	Hold	2,211	–	–	0.22%	60
2024 Q4	$266K	Hold	2,211	–	–	0.16%	62
2024 Q3	$268K	Hold	2,211	–	–	0.16%	61
2024 Q2	$224K	Hold	2,211	–	–	0.15%	58
2024 Q1	$203K	Hold	2,211	–	–	0.15%	61
2023 Q4	$208K	Buy	+2,211	New	+$204K	0.21%	45

Other funds holding PM

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return