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Hibernia Wealth Partners’s Philip Morris PM Stock Holding History

Hibernia Wealth Partners’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 		– Sell
-2,635
Closed -$436K – 116
2026
Q1 		$436K Sell
2,635
-65
-2% -$11.3K 0.13% 67
2025
Q4 		$433K Buy
+2,700
New +$418K 0.13% 59
2025
Q3 		– Sell
-2,092
Closed -$381K – 89
2025
Q2 		$381K Buy
+2,092
New +$359K 0.12% 58
2024
Q4 		– Sell
-1,691
Closed -$205K – 99
2024
Q3 		$205K Buy
+1,691
New +$196K 0.06% 120

Other funds holding PM

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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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Hibernia Wealth Partners's PM Position: Q2 2026 in Review

Hibernia Wealth Partners sold out of Philip Morris (PM) in Q2 2026, closing a stake of 2,635 shares — an estimated $436K sold.

Hibernia Wealth Partners first reported a position in PM in Q3 2024 and held it in 4 quarters. The position peaked at $436K in Q1 2026. 1,064 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Hibernia Wealth Partners reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Hibernia Wealth Partners sold 2,635 Philip Morris shares in Q2 2026, an estimated $436K.
  • Hibernia Wealth Partners first reported a position in Philip Morris in Q3 2024 and held it in 4 quarters.
  • Hibernia Wealth Partners's Philip Morris position peaked at $436K in Q1 2026.
  • 1,064 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.