Forthright Family Wealth Advisory’s Philip Morris PM Stock Holding History

Forthright Family Wealth Advisory’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	$1.83M	Buy	10,102 +100	+1%	+$17.3K	1.03%	22
2026 Q1	$916K	Sell	10,002 -100	-1%	-$17.4K	0.61%	29
2025 Q4	$1.62M	Buy	10,102 +100	+1%	+$15.5K	1.02%	22
2025 Q3	$1.62M	Sell	10,002 -50	-0.5%	-$8.41K	1%	23
2025 Q2	$1.83M	Hold	10,052	–	–	1.16%	19
2025 Q1	$1.6M	Hold	10,052	–	–	1.05%	20
2024 Q4	$1.21M	Sell	10,052 -50	-0.5%	-$6.31K	0.79%	26
2024 Q3	$1.32M	Hold	10,102	–	–	0.85%	25
2024 Q2	$1.02M	Buy	10,102 +100	+1%	+$9.78K	0.66%	29
2024 Q1	$916K	Hold	10,002	–	–	0.61%	29
2023 Q4	$941K	Buy	+10,002	New	+$921K	0.74%	28

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

Forthright Family Wealth Advisory's PM Position: Q2 2026 in Review

Forthright Family Wealth Advisory increased its Philip Morris (PM) stake by 1% in Q2 2026, buying an estimated $17.3K and bringing the position to 10,102 shares worth $1.83M. The position accounts for 1.03% of the portfolio, ranked #22.

Forthright Family Wealth Advisory first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q2 2025. 1,391 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Forthright Family Wealth Advisory held 10,102 shares of Philip Morris worth $1.83M as of Q2 2026.
Forthright Family Wealth Advisory bought 100 Philip Morris shares in Q2 2026, an estimated $17.3K.
Philip Morris made up 1.03% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #22 holding.
Forthright Family Wealth Advisory first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
Forthright Family Wealth Advisory's Philip Morris position peaked at $1.83M in Q2 2025.
1,391 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.