FWIA
PM icon

Fort Washington Investment Advisors’s Philip Morris PM Stock Holding History

Fort Washington Investment 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 		$256M Sell
1,414,730
-131,821
-9% -$22.9M 1.29% 17
2026
Q1 		$256M Buy
1,546,551
+22,262
+1% +$3.87M 1.41% 13
2025
Q4 		$244M Buy
1,524,289
+1,780
+0.1% +$276K 1.3% 17
2025
Q3 		$247M Buy
1,522,509
+5,300
+0.3% +$892K 1.34% 15
2025
Q2 		$276M Sell
1,517,209
-154,252
-9% -$26.5M 1.59% 13
2025
Q1 		$265M Sell
1,671,461
-61,140
-4% -$8.66M 1.63% 10
2024
Q4 		$209M Sell
1,732,601
-65,152
-4% -$8.22M 1.25% 21
2024
Q3 		$218M Sell
1,797,753
-15,565
-0.9% -$1.81M 1.33% 19
2024
Q2 		$184M Sell
1,813,318
-74,785
-4% -$7.31M 1.2% 20
2024
Q1 		$173M Sell
1,888,103
-44,020
-2% -$4.06M 1.11% 23
2023
Q4 		$182M Buy
1,932,123
+37,109
+2% +$3.42M 1.26% 18
2023
Q3 		$175M Buy
1,895,014
+8,020
+0.4% +$772K 1.32% 18
2023
Q2 		$184M Sell
1,886,994
-2,765
-0.1% -$264K 1.33% 18
2023
Q1 		$184M Sell
1,889,759
-48,425
-2% -$4.83M 1.38% 17
2022
Q4 		$196M Sell
1,938,184
-45,359
-2% -$4.28M 1.52% 14
2022
Q3 		$165M Buy
1,983,543
+21,008
+1% +$2M 1.38% 18
2022
Q2 		$194M Sell
1,962,535
-60,135
-3% -$6.13M 1.49% 16
2022
Q1 		$190M Sell
2,022,670
-26,152
-1% -$2.62M 1.21% 22
2021
Q4 		$195M Sell
2,048,822
-51,161
-2% -$4.78M 1.18% 23
2021
Q3 		$199M Buy
2,099,983
+875,607
+72% +$88.1M 1.27% 20
2021
Q2 		$121M Buy
1,224,376
+35,723
+3% +$3.43M 1.07% 25
2021
Q1 		$105M Buy
1,188,653
+42,861
+4% +$3.64M 1.02% 30
2020
Q4 		$94.9M Sell
1,145,792
-170,969
-13% -$13.3M 1% 30
2020
Q3 		$98.7M Buy
1,316,761
+208,592
+19% +$16.1M 1.05% 28
2020
Q2 		$77.6M Buy
1,108,169
+351,629
+46% +$25.6M 0.87% 35
2020
Q1 		$55.2M Buy
756,540
+440,240
+139% +$36.2M 0.75% 37
2019
Q4 		$26.9M Hold
316,300
– – 0.29% 73
2019
Q3 		$24M Hold
316,300
– – 0.27% 81
2019
Q2 		$24.8M Sell
316,300
-25
-0% -$2.06K 0.28% 83
2019
Q1 		$28M Sell
316,325
-923
-0.3% -$74.3K 0.31% 80
2018
Q4 		$21.2M Sell
317,248
-298
-0.1% -$24.9K 0.26% 95
2018
Q3 		$25.9M Sell
317,546
-1,739
-0.5% -$143K 0.26% 88
2018
Q2 		$25.8M Sell
319,285
-1,038
-0.3% -$88.1K 0.26% 87
2018
Q1 		$31.8M Sell
320,323
-498
-0.2% -$51.9K 0.33% 76
2017
Q4 		$33.9M Buy
320,821
+311,732
+3,430% +$33.2M 0.34% 74
2017
Q3 		$1.01M Buy
9,089
+5,811
+177% +$676K 0.02% 314
2017
Q2 		$385K Buy
3,278
+2
+0.1% +$232 0.01% 411
2017
Q1 		$370K Buy
3,276
+357
+12% +$36.8K 0.01% 417
2016
Q4 		$267K Sell
2,919
-198
-6% -$18.3K ﹤0.01% 450
2016
Q3 		$303K Buy
3,117
+2
+0.1% +$200 0.01% 397
2016
Q2 		$317K Buy
3,115
+1,002
+47% +$99.9K 0.01% 406
2016
Q1 		$207K Buy
+2,113
New +$194K ﹤0.01% 441
2014
Q1 		– Sell
-2,700
Closed -$235K – 467
2013
Q4 		$235K Hold
2,700
– – 0.01% 461
2013
Q3 		$234K Sell
2,700
-300
-10% -$26.2K 0.01% 423
2013
Q2 		$260K Buy
+3,000
New +$279K 0.01% 401

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Fort Washington Investment Advisors's PM Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its Philip Morris (PM) stake by 8.5% in Q2 2026, selling an estimated $22.9M and leaving 1,414,730 shares worth $256M. The position accounts for 1.29% of the portfolio, ranked #17.

Fort Washington Investment Advisors first reported a position in PM in Q2 2013 and has held it in 45 quarters since. The position peaked at $276M in Q2 2025. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Fort Washington Investment Advisors held 1,414,730 shares of Philip Morris worth $256M as of Q2 2026.
  • Fort Washington Investment Advisors sold 131,821 Philip Morris shares in Q2 2026, an estimated $22.9M.
  • Philip Morris made up 1.29% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Fort Washington Investment Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 45 quarters since.
  • Fort Washington Investment Advisors's Philip Morris position peaked at $276M in Q2 2025.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.