Horizon Financial Services’s Philip Morris PM Stock Holding History

Horizon Financial Services’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	$125K	Buy	689 +256	+59%	+$44.4K	0.05%	95
2026 Q1	$71.6K	Buy	433 +251	+138%	+$43.6K	0.03%	98
2025 Q4	$29.2K	Buy	182 +38	+26%	+$5.89K	0.01%	115
2025 Q3	$23.4K	Buy	144 +131	+1,008%	+$22K	0.01%	129
2025 Q2	$2.37K	Buy	13 +6	+86%	+$1.03K	﹤0.01%	215
2025 Q1	$1.11K	Sell	7 -7	-50%	-$992	﹤0.01%	210
2024 Q4	$1.69K	Hold	14	–	–	﹤0.01%	182
2024 Q3	$1.7K	Hold	14	–	–	﹤0.01%	191
2024 Q2	$1.42K	Hold	14	–	–	﹤0.01%	190
2024 Q1	$1.28K	Buy	+14	New	+$1.29K	﹤0.01%	200

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Horizon Financial Services's PM Position: Q2 2026 in Review

Horizon Financial Services increased its Philip Morris (PM) stake by 59% in Q2 2026, buying an estimated $44.4K and bringing the position to 689 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #95.

Horizon Financial Services first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Horizon Financial Services held 689 shares of Philip Morris worth $125K as of Q2 2026.
Horizon Financial Services bought 256 Philip Morris shares in Q2 2026, an estimated $44.4K.
Philip Morris made up 0.05% of Horizon Financial Services's portfolio in Q2 2026, its #95 holding.
Horizon Financial Services first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.