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Independent Wealth Network’s Philip Morris PM Stock Holding History

Independent Wealth Network’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 		$306K Sell
1,689
-11
-0.6% -$1.91K 0.08% 241
2026
Q1 		$281K Buy
1,700
+15
+0.9% +$2.61K 0.08% 227
2025
Q4 		$270K Sell
1,685
-73
-4% -$11.3K 0.08% 220
2025
Q3 		$285K Sell
1,758
-4
-0.2% -$673 0.09% 214
2025
Q2 		$321K Buy
1,762
+79
+5% +$13.6K 0.12% 185
2025
Q1 		$267K Buy
+1,683
New +$238K 0.11% 189
2022
Q1 		– Sell
-2,118
Closed -$201K – 227
2021
Q4 		$201K Buy
+2,118
New +$198K 0.12% 201

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

Independent Wealth Network's PM Position: Q2 2026 in Review

Independent Wealth Network reduced its Philip Morris (PM) stake by 0.65% in Q2 2026, selling an estimated $1.91K and leaving 1,689 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #241.

Independent Wealth Network first reported a position in PM in Q4 2021 and has held it in 7 quarters since. The position peaked at $321K in Q2 2025. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Independent Wealth Network held 1,689 shares of Philip Morris worth $306K as of Q2 2026.
  • Independent Wealth Network sold 11 Philip Morris shares in Q2 2026, an estimated $1.91K.
  • Philip Morris made up 0.08% of Independent Wealth Network's portfolio in Q2 2026, its #241 holding.
  • Independent Wealth Network first reported a position in Philip Morris in Q4 2021 and has held it in 7 quarters since.
  • Independent Wealth Network's Philip Morris position peaked at $321K in Q2 2025.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.