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Hidden Cove Wealth Management’s Philip Morris PM Stock Holding History

Hidden Cove Wealth 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 		$458K Buy
2,534
+352
+16% +$61K 0.25% 65
2026
Q1 		$361K Buy
2,182
+154
+8% +$26.8K 0.23% 65
2025
Q4 		$325K Buy
2,028
+73
+4% +$11.3K 0.21% 64
2025
Q3 		$317K Buy
1,955
+545
+39% +$91.7K 0.21% 59
2025
Q2 		$257K Buy
1,410
+84
+6% +$14.4K 0.19% 62
2025
Q1 		$210K Buy
+1,326
New +$188K 0.17% 59

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Hidden Cove Wealth Management's PM Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its Philip Morris (PM) stake by 16% in Q2 2026, buying an estimated $61K and bringing the position to 2,534 shares worth $458K. The position accounts for 0.25% of the portfolio, ranked #65.

Hidden Cove Wealth Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 741 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Hidden Cove Wealth Management held 2,534 shares of Philip Morris worth $458K as of Q2 2026.
  • Hidden Cove Wealth Management bought 352 Philip Morris shares in Q2 2026, an estimated $61K.
  • Philip Morris made up 0.25% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Hidden Cove Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 741 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.