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Grant Private Wealth Management’s Philip Morris PM Stock Holding History

Grant Private 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 		$644K Buy
3,558
+409
+13% +$70.9K 0.27% 74
2026
Q1 		$521K Buy
3,149
+375
+14% +$65.2K 0.28% 75
2025
Q4 		$445K Buy
2,774
+377
+16% +$58.4K 0.27% 81
2025
Q3 		$389K Buy
2,397
+188
+9% +$31.6K 0.24% 91
2025
Q2 		$402K Buy
2,209
+65
+3% +$11.2K 0.23% 47
2025
Q1 		$340K Buy
2,144
+278
+15% +$39.4K 0.37% 82
2024
Q4 		$225K Buy
+1,866
New +$235K 0.24% 103

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

Grant Private Wealth Management's PM Position: Q2 2026 in Review

Grant Private Wealth Management increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $70.9K and bringing the position to 3,558 shares worth $644K. The position accounts for 0.27% of the portfolio, ranked #74.

Grant Private Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Grant Private Wealth Management held 3,558 shares of Philip Morris worth $644K as of Q2 2026.
  • Grant Private Wealth Management bought 409 Philip Morris shares in Q2 2026, an estimated $70.9K.
  • Philip Morris made up 0.27% of Grant Private Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Grant Private Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.