Fulcrum Equity Management’s Philip Morris PM Stock Holding History

Fulcrum Equity 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	$227K	Buy	1,255 +1	+0.1%	+$173	0.17%	131
2026 Q1	$207K	Hold	1,254	–	–	0.2%	122
2025 Q4	$201K	Buy	+1,254	New	+$194K	0.19%	116
2025 Q3	–	Sell	-1,189	Closed	-$217K	–	116
2025 Q2	$217K	Buy	+1,189	New	+$204K	0.22%	93
2019 Q4	–	Sell	-23	Closed	-$2K	–	192
2019 Q3	$2K	Buy	+23	New	+$1.82K	﹤0.01%	217

Other funds holding PM

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

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

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

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

Fulcrum Equity Management's PM Position: Q2 2026 in Review

Fulcrum Equity Management increased its Philip Morris (PM) stake by 0.08% in Q2 2026, buying an estimated $173 and bringing the position to 1,255 shares worth $227K. The position accounts for 0.17% of the portfolio, ranked #131.

Fulcrum Equity Management first reported a position in PM in Q3 2019 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Fulcrum Equity Management held 1,255 shares of Philip Morris worth $227K as of Q2 2026.
Fulcrum Equity Management bought 1 Philip Morris share in Q2 2026, an estimated $173.
Philip Morris made up 0.17% of Fulcrum Equity Management's portfolio in Q2 2026, its #131 holding.
Fulcrum Equity Management first reported a position in Philip Morris in Q3 2019 and has held it in 5 quarters since.
508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.