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Halbert Hargrove Global Advisors’s Philip Morris PM Stock Holding History

Halbert Hargrove Global 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 		$2.56K Sell
14
-86
-86% -$14.9K ﹤0.01% 373
2026
Q1 		$16.5K Buy
+100
New +$17.4K ﹤0.01% 260
2025
Q4 		– Sell
-54
Closed -$8.76K – 653
2025
Q3 		$8.76K Buy
+54
New +$9.09K ﹤0.01% 343
2025
Q2 		– Sell
-56
Closed -$8.89K – 564
2025
Q1 		$8.89K Buy
+56
New +$7.93K ﹤0.01% 261
2023
Q2 		– Sell
-2,094
Closed -$204K – 155
2023
Q1 		$204K Sell
2,094
-10
-0.5% -$997 0.01% 161
2022
Q4 		$213K Buy
+2,104
New +$199K 0.02% 151
2018
Q2 		– Sell
-2,056
Closed -$204K – 76
2018
Q1 		$204K Buy
2,056
+35
+2% +$3.65K 0.05% 68
2017
Q4 		$214K Sell
2,021
-125
-6% -$13.3K 0.06% 67
2017
Q3 		$238K Sell
2,146
-487
-18% -$56.7K 0.07% 56
2017
Q2 		$309K Buy
2,633
+41
+2% +$4.75K 0.08% 51
2017
Q1 		$293K Sell
2,592
-416
-14% -$42.9K 0.07% 58
2016
Q4 		$275K Buy
3,008
+224
+8% +$20.8K 0.08% 59
2016
Q3 		$271K Sell
2,784
-183
-6% -$18.3K 0.08% 54
2016
Q2 		$302K Sell
2,967
-84
-3% -$8.38K 0.09% 51
2016
Q1 		$299K Sell
3,051
-554
-15% -$50.8K 0.11% 47
2015
Q4 		$317K Buy
3,605
+7
+0.2% +$608 0.14% 59
2015
Q3 		$285K Sell
3,598
-3,286
-48% -$270K 0.14% 62
2015
Q2 		$552K Buy
6,884
+154
+2% +$12.7K 0.13% 69
2015
Q1 		$507K Buy
6,730
+2,899
+76% +$235K 0.16% 88
2014
Q4 		$312K Buy
3,831
+78
+2% +$6.7K 0.16% 81
2014
Q3 		$313K Sell
3,753
-141
-4% -$11.9K 0.09% 92
2014
Q2 		$328K Buy
3,894
+6
+0.2% +$517 0.1% 77
2014
Q1 		$318K Buy
3,888
+378
+11% +$30.5K 0.1% 78
2013
Q4 		$306K Buy
+3,510
New +$307K 0.09% 89

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
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)
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Halbert Hargrove Global Advisors's PM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Philip Morris (PM) stake by 86% in Q2 2026, selling an estimated $14.9K and leaving 14 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Halbert Hargrove Global Advisors first reported a position in PM in Q4 2013 and has held it in 24 quarters since. The position peaked at $552K in Q2 2015. 1,323 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Halbert Hargrove Global Advisors held 14 shares of Philip Morris worth $2.56K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 86 Philip Morris shares in Q2 2026, an estimated $14.9K.
  • Philip Morris made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #373 holding.
  • Halbert Hargrove Global Advisors first reported a position in Philip Morris in Q4 2013 and has held it in 24 quarters since.
  • Halbert Hargrove Global Advisors's Philip Morris position peaked at $552K in Q2 2015.
  • 1,323 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.