HWP
PM icon

Highline Wealth Partners’s Philip Morris PM Stock Holding History

Highline 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 		$74.1K Sell
410
-15
-4% -$2.6K 0.02% 198
2026
Q1 		$70.3K Buy
425
+64
+18% +$11.1K 0.02% 139
2025
Q4 		$57.9K Buy
361
+7
+2% +$1.08K 0.02% 127
2025
Q3 		$57.5K Buy
354
+129
+57% +$21.7K 0.02% 153
2025
Q2 		$40.9K Buy
225
+19
+9% +$3.26K 0.01% 156
2025
Q1 		$32.7K Sell
206
-19
-8% -$2.69K 0.01% 161
2024
Q4 		$27.1K Buy
225
+44
+24% +$5.55K 0.01% 162
2024
Q3 		$22K Buy
181
+10
+6% +$1.16K 0.01% 183
2024
Q2 		$17.4K Buy
171
+89
+109% +$8.7K 0.01% 174
2024
Q1 		$7.54K Hold
82
– – ﹤0.01% 245
2023
Q4 		$7.74K Hold
82
– – ﹤0.01% 222
2023
Q3 		$7.61K Hold
82
– – ﹤0.01% 205
2023
Q2 		$8.01K Hold
82
– – 0.01% 167
2023
Q1 		$7.97K Sell
82
-285
-78% -$28.4K 0.01% 167
2022
Q4 		$37.1K Buy
367
+285
+348% +$26.9K 0.03% 112
2022
Q3 		$6.81K Buy
+82
New +$7.82K 0.01% 151

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

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

Highline Wealth Partners reduced its Philip Morris (PM) stake by 3.5% in Q2 2026, selling an estimated $2.6K and leaving 410 shares worth $74.1K. The position accounts for 0.02% of the portfolio, ranked #198.

Highline Wealth Partners first reported a position in PM in Q3 2022 and has held it in 16 quarters since. 625 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Highline Wealth Partners held 410 shares of Philip Morris worth $74.1K as of Q2 2026.
  • Highline Wealth Partners sold 15 Philip Morris shares in Q2 2026, an estimated $2.6K.
  • Philip Morris made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Highline Wealth Partners first reported a position in Philip Morris in Q3 2022 and has held it in 16 quarters since.
  • 625 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.