Hartford Financial Management’s Philip Morris PM Stock Holding History

Hartford Financial 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	$541K	Hold	2,989	–	–	0.12%	106
2026 Q1	$494K	Hold	2,989	–	–	0.13%	108
2025 Q4	$479K	Hold	2,989	–	–	0.12%	103
2025 Q3	$485K	Hold	2,989	–	–	0.13%	103
2025 Q2	$544K	Sell	2,989 -18,000	-86%	-$3.09M	0.15%	102
2025 Q1	$3.33M	Hold	20,989	–	–	0.69%	48
2024 Q4	$2.53M	Buy	20,989 +26	+0.1%	+$3.28K	0.52%	57
2024 Q3	$2.54M	Hold	20,963	–	–	0.52%	59
2024 Q2	$2.12M	Hold	20,963	–	–	0.46%	68
2024 Q1	$1.92M	Sell	20,963 -31	-0.1%	-$2.86K	0.41%	75
2023 Q4	$1.98M	Sell	20,994 -100	-0.5%	-$9.21K	0.45%	72
2023 Q3	$1.95M	Hold	21,094	–	–	0.5%	68
2023 Q2	$2.06M	Sell	21,094 -55	-0.3%	-$5.25K	0.51%	67
2023 Q1	$2.06M	Sell	21,149 -16	-0.1%	-$1.59K	0.53%	65
2022 Q4	$2.14M	Sell	21,165 -45	-0.2%	-$4.25K	0.57%	65
2022 Q3	$1.76M	Hold	21,210	–	–	0.52%	68
2022 Q2	$2.09M	Hold	21,210	–	–	0.58%	63
2022 Q1	$1.99M	Hold	21,210	–	–	0.48%	76
2021 Q4	$2.02M	Sell	21,210 -264	-1%	-$24.7K	0.47%	77
2021 Q3	$2.04M	Buy	21,474 +148	+0.7%	+$14.9K	0.52%	74
2021 Q2	$2.11M	Hold	21,326	–	–	0.52%	71
2021 Q1	$1.89M	Buy	21,326 +85	+0.4%	+$7.22K	0.47%	76
2020 Q4	$1.76M	Hold	21,241	–	–	0.47%	78
2020 Q3	$1.59M	Hold	21,241	–	–	0.47%	76
2020 Q2	$1.49M	Buy	21,241 +71	+0.3%	+$5.18K	0.48%	76
2020 Q1	$1.54M	Sell	21,170 -21	-0.1%	-$1.73K	0.62%	57
2019 Q4	$1.8M	Hold	21,191	–	–	0.56%	67
2019 Q3	$1.61M	Sell	21,191 -43	-0.2%	-$3.41K	0.54%	68
2019 Q2	$1.67M	Hold	21,234	–	–	0.56%	64
2019 Q1	$1.88M	Hold	21,234	–	–	0.64%	57
2018 Q4	$1.42M	Sell	21,234 -5,330	-20%	-$445K	0.54%	63
2018 Q3	$2.17M	Hold	26,564	–	–	0.73%	45
2018 Q2	$2.15M	Buy	26,564 +23,330	+721%	+$1.98M	0.76%	44
2018 Q1	$321K	Hold	3,234	–	–	0.16%	96
2017 Q4	$341K	Hold	3,234	–	–	0.17%	98
2017 Q3	$359K	Hold	3,234	–	–	0.18%	93
2017 Q2	$379K	Sell	3,234 -2,750	-46%	-$318K	0.17%	99
2017 Q1	$675K	Buy	5,984 +2,750	+85%	+$284K	0.41%	69
2016 Q4	$296K	Sell	3,234 -1,200	-27%	-$111K	0.18%	95
2016 Q3	$431K	Hold	4,434	–	–	0.26%	83
2016 Q2	$451K	Hold	4,434	–	–	0.27%	79
2016 Q1	$435K	Hold	4,434	–	–	0.27%	79
2015 Q4	$389K	Hold	4,434	–	–	0.24%	82
2015 Q3	$351K	Hold	4,434	–	–	0.23%	87
2015 Q2	$355K	Hold	4,434	–	–	0.21%	91
2015 Q1	$334K	Buy	4,434 +1,200	+37%	+$97.4K	0.21%	94
2014 Q4	$263K	Sell	3,234 -1,200	-27%	-$103K	0.16%	97
2014 Q3	$369K	Sell	4,434 -509	-10%	-$43K	0.22%	94
2014 Q2	$416K	Sell	4,943 -248	-5%	-$21.4K	0.25%	90
2014 Q1	$424K	Buy	5,191 +2	+0%	+$162	0.28%	83
2013 Q4	$452K	Buy	5,189 +452	+10%	+$39.5K	0.29%	82
2013 Q3	$410K	Buy	4,737 +1	+0%	+$87	0.28%	86
2013 Q2	$410K	Buy	+4,736	New	+$440K	0.28%	86

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

Hartford Financial Management's PM Position: Q2 2026 in Review

Hartford Financial Management held its Philip Morris (PM) position steady in Q2 2026 at 2,989 shares worth $541K. The position accounts for 0.12% of the portfolio, ranked #106.

Hartford Financial Management first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.33M in Q1 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Hartford Financial Management held 2,989 shares of Philip Morris worth $541K as of Q2 2026.
Hartford Financial Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.12% of Hartford Financial Management's portfolio in Q2 2026, its #106 holding.
Hartford Financial Management first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
Hartford Financial Management's Philip Morris position peaked at $3.33M in Q1 2025.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.