HAG
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HF Advisory Group’s Philip Morris PM Stock Holding History

HF Advisory Group’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 		$3.87M Buy
21,384
+210
+1% +$36.4K 1.2% 24
2026
Q1 		$3.5M Sell
21,174
-3,624
-15% -$630K 1.19% 23
2025
Q4 		$3.98M Buy
24,798
+5,402
+28% +$837K 1.39% 17
2025
Q3 		$3.15M Buy
19,396
+6,943
+56% +$1.17M 1.16% 23
2025
Q2 		$2.27M Sell
12,453
-2,943
-19% -$505K 0.9% 40
2025
Q1 		$2.44M Buy
15,396
+398
+3% +$56.4K 1.07% 30
2024
Q4 		$1.81M Buy
14,998
+561
+4% +$70.8K 0.83% 43
2024
Q3 		$1.75M Buy
14,437
+710
+5% +$82.5K 0.81% 44
2024
Q2 		$1.39M Buy
13,727
+2,515
+22% +$246K 0.72% 51
2024
Q1 		$1.03M Buy
11,212
+3,354
+43% +$309K 0.57% 66
2023
Q4 		$739K Buy
7,858
+836
+12% +$77K 0.47% 78
2023
Q3 		$667K Buy
7,022
+3,471
+98% +$334K 0.49% 74
2023
Q2 		$347K Buy
+3,551
New +$339K 0.27% 108

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

HF Advisory Group's PM Position: Q2 2026 in Review

HF Advisory Group increased its Philip Morris (PM) stake by 0.99% in Q2 2026, buying an estimated $36.4K and bringing the position to 21,384 shares worth $3.87M. The position accounts for 1.2% of the portfolio, ranked #24.

HF Advisory Group first reported a position in PM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.98M in Q4 2025. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • HF Advisory Group held 21,384 shares of Philip Morris worth $3.87M as of Q2 2026.
  • HF Advisory Group bought 210 Philip Morris shares in Q2 2026, an estimated $36.4K.
  • Philip Morris made up 1.2% of HF Advisory Group's portfolio in Q2 2026, its #24 holding.
  • HF Advisory Group first reported a position in Philip Morris in Q2 2023 and has held it in 13 quarters since.
  • HF Advisory Group's Philip Morris position peaked at $3.98M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.