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HHM Wealth Advisors’s Philip Morris PM Stock Holding History

HHM Wealth 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 		$757K Sell
4,185
-46
-1% -$7.98K 0.08% 98
2026
Q1 		$700K Buy
4,231
+653
+18% +$113K 0.08% 93
2025
Q4 		$574K Buy
3,578
+1
+0% +$155 0.07% 106
2025
Q3 		$580K Sell
3,577
-159
-4% -$26.8K 0.07% 108
2025
Q2 		$680K Sell
3,736
-85
-2% -$14.6K 0.08% 87
2025
Q1 		$606K Sell
3,821
-379
-9% -$53.7K 0.08% 92
2024
Q4 		$506K Sell
4,200
-583
-12% -$73.5K 0.07% 102
2024
Q3 		$581K Sell
4,783
-526
-10% -$61.1K 0.08% 92
2024
Q2 		$538K Buy
5,309
+4,450
+518% +$435K 0.08% 91
2024
Q1 		$78.7K Sell
859
-275
-24% -$25.4K 0.01% 235
2023
Q4 		$107K Sell
1,134
-3
-0.3% -$276 0.02% 204
2023
Q3 		$105K Hold
1,137
– – 0.02% 196
2023
Q2 		$111K Hold
1,137
– – 0.02% 197
2023
Q1 		$111K Buy
1,137
+158
+16% +$15.7K 0.02% 188
2022
Q4 		$99.1K Hold
979
– – 0.02% 173
2022
Q3 		$81K Buy
979
+145
+17% +$13.8K 0.02% 179
2022
Q2 		$82K Sell
834
-150
-15% -$15.3K 0.02% 208
2022
Q1 		$92K Hold
984
– – 0.02% 229
2021
Q4 		$93K Hold
984
– – 0.02% 225
2021
Q3 		$93K Hold
984
– – 0.03% 216
2021
Q2 		$98K Hold
984
– – 0.03% 208
2021
Q1 		$87K Hold
984
– – 0.03% 206
2020
Q4 		$81K Hold
984
– – 0.03% 200
2020
Q3 		$74K Hold
984
– – 0.03% 183
2020
Q2 		$69K Hold
984
– – 0.03% 195
2020
Q1 		$72K Buy
+984
New +$81K 0.04% 166

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
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
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

HHM Wealth Advisors's PM Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Philip Morris (PM) stake by 1.1% in Q2 2026, selling an estimated $7.98K and leaving 4,185 shares worth $757K. The position accounts for 0.08% of the portfolio, ranked #98.

HHM Wealth Advisors first reported a position in PM in Q1 2020 and has held it in 26 quarters since. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • HHM Wealth Advisors held 4,185 shares of Philip Morris worth $757K as of Q2 2026.
  • HHM Wealth Advisors sold 46 Philip Morris shares in Q2 2026, an estimated $7.98K.
  • Philip Morris made up 0.08% of HHM Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • HHM Wealth Advisors first reported a position in Philip Morris in Q1 2020 and has held it in 26 quarters since.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.