FWM
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Forza Wealth Management’s Philip Morris PM Stock Holding History

Forza 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 		$293K Hold
1,619
– – 0.09% 168
2026
Q1 		$268K Hold
1,619
– – 0.09% 169
2025
Q4 		$260K Hold
1,619
– – 0.09% 167
2025
Q3 		$263K Hold
1,619
– – 0.1% 170
2025
Q2 		$295K Sell
1,619
-70
-4% -$12K 0.12% 159
2025
Q1 		$268K Hold
1,689
– – 0.12% 157
2024
Q4 		$203K Hold
1,689
– – 0.09% 179
2024
Q3 		$205K Buy
+1,689
New +$196K 0.09% 177

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

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

Forza Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 1,619 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #168.

Forza Wealth Management first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $295K in Q2 2025. 666 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Forza Wealth Management held 1,619 shares of Philip Morris worth $293K as of Q2 2026.
  • Forza Wealth Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.09% of Forza Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Forza Wealth Management first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • Forza Wealth Management's Philip Morris position peaked at $295K in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.