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Hughes Financial Services’s Philip Morris PM Stock Holding History

Hughes 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 		$120K Buy
663
+59
+10% +$10.2K 0.02% 121
2026
Q1 		$99.8K Buy
604
+24
+4% +$4.17K 0.02% 128
2025
Q4 		$93K Buy
580
+302
+109% +$46.8K 0.01% 127
2025
Q3 		$43K Sell
278
-31
-10% -$5.22K 0.01% 168
2025
Q2 		$51.6K Buy
309
+21
+7% +$3.61K 0.01% 152
2025
Q1 		$45.5K Buy
+288
New +$40.8K 0.01% 163

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
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
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

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

Hughes Financial Services increased its Philip Morris (PM) stake by 9.8% in Q2 2026, buying an estimated $10.2K and bringing the position to 663 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #121.

Hughes Financial Services first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Hughes Financial Services held 663 shares of Philip Morris worth $120K as of Q2 2026.
  • Hughes Financial Services bought 59 Philip Morris shares in Q2 2026, an estimated $10.2K.
  • Philip Morris made up 0.02% of Hughes Financial Services's portfolio in Q2 2026, its #121 holding.
  • Hughes Financial Services first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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