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Howard Financial Services’s Philip Morris PM Stock Holding History

Howard 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 		$1.05M Buy
5,800
+344
+6% +$59.7K 0.1% 88
2026
Q1 		$902K Buy
5,456
+458
+9% +$79.6K 0.1% 84
2025
Q4 		$802K Buy
4,998
+217
+5% +$33.6K 0.09% 85
2025
Q3 		$776K Buy
4,781
+90
+2% +$15.1K 0.09% 76
2025
Q2 		$854K Buy
4,691
+125
+3% +$21.5K 0.11% 68
2025
Q1 		$725K Buy
4,566
+753
+20% +$107K 0.1% 82
2024
Q4 		$459K Sell
3,813
-181
-5% -$22.8K 0.06% 108
2024
Q3 		$485K Hold
3,994
– – 0.07% 94
2024
Q2 		$405K Buy
3,994
+83
+2% +$8.12K 0.07% 97
2024
Q1 		$358K Sell
3,911
-455
-10% -$42K 0.06% 109
2023
Q4 		$411K Buy
4,366
+90
+2% +$8.29K 0.08% 97
2023
Q3 		$396K Hold
4,276
– – 0.09% 92
2023
Q2 		$417K Hold
4,276
– – 0.1% 88
2023
Q1 		$416K Hold
4,276
– – 0.1% 84
2022
Q4 		$433K Buy
4,276
+180
+4% +$17K 0.11% 80
2022
Q3 		$340K Hold
4,096
– – 0.11% 84
2022
Q2 		$404K Sell
4,096
-37
-0.9% -$3.77K 0.14% 69
2022
Q1 		$388K Buy
4,133
+432
+12% +$43.2K 0.11% 78
2021
Q4 		$352K Buy
3,701
+55
+2% +$5.14K 0.11% 83
2021
Q3 		$346K Hold
3,646
– – 0.13% 79
2021
Q2 		$361K Hold
3,646
– – 0.14% 80
2021
Q1 		$324K Hold
3,646
– – 0.15% 85
2020
Q4 		$302K Sell
3,646
-250
-6% -$19.5K 0.16% 80
2020
Q3 		$292K Hold
3,896
– – 0.19% 67
2020
Q2 		$273K Sell
3,896
-73
-2% -$5.32K 0.19% 64
2020
Q1 		$290K Sell
3,969
-104
-3% -$8.56K 0.26% 53
2019
Q4 		$347K Buy
4,073
+50
+1% +$4.12K 0.21% 64
2019
Q3 		$305K Buy
4,023
+1
+0% +$79 0.2% 65
2019
Q2 		$316K Buy
4,022
+1
+0% +$83 0.22% 64
2019
Q1 		$355K Sell
4,021
-24
-0.6% -$1.93K 0.25% 59
2018
Q4 		$270K Buy
+4,045
New +$338K 0.21% 67

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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

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

Howard Financial Services increased its Philip Morris (PM) stake by 6.3% in Q2 2026, buying an estimated $59.7K and bringing the position to 5,800 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #88.

Howard Financial Services first reported a position in PM in Q4 2018 and has held it in 31 quarters since. 1,068 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Howard Financial Services held 5,800 shares of Philip Morris worth $1.05M as of Q2 2026.
  • Howard Financial Services bought 344 Philip Morris shares in Q2 2026, an estimated $59.7K.
  • Philip Morris made up 0.1% of Howard Financial Services's portfolio in Q2 2026, its #88 holding.
  • Howard Financial Services first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.