HPM
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Hoxton Planning & Management’s Philip Morris PM Stock Holding History

Hoxton Planning & 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 		$220K Buy
1,214
+3
+0.2% +$520 0.06% 218
2026
Q1 		$200K Buy
+1,211
New +$210K 0.06% 214
2025
Q3 		– Sell
-1,150
Closed -$209K – 227
2025
Q2 		$209K Buy
+1,150
New +$197K 0.07% 196

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

Hoxton Planning & Management's PM Position: Q2 2026 in Review

Hoxton Planning & Management increased its Philip Morris (PM) stake by 0.25% in Q2 2026, buying an estimated $520 and bringing the position to 1,214 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #218.

Hoxton Planning & Management first reported a position in PM in Q2 2025 and has held it in 3 quarters since. 667 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Hoxton Planning & Management held 1,214 shares of Philip Morris worth $220K as of Q2 2026.
  • Hoxton Planning & Management bought 3 Philip Morris shares in Q2 2026, an estimated $520.
  • Philip Morris made up 0.06% of Hoxton Planning & Management's portfolio in Q2 2026, its #218 holding.
  • Hoxton Planning & Management first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • 667 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.