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Innova Wealth Partners’s Philip Morris PM Stock Holding History

Innova Wealth Partners’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 		$495K Buy
2,735
+34
+1% +$5.9K 0.2% 88
2026
Q1 		$447K Buy
2,701
+18
+0.7% +$3.13K 0.21% 81
2025
Q4 		$430K Buy
2,683
+447
+20% +$69.3K 0.22% 74
2025
Q3 		$363K Buy
+2,236
New +$376K 0.2% 79

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
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)
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Innova Wealth Partners's PM Position: Q2 2026 in Review

Innova Wealth Partners increased its Philip Morris (PM) stake by 1.3% in Q2 2026, buying an estimated $5.9K and bringing the position to 2,735 shares worth $495K. The position accounts for 0.2% of the portfolio, ranked #88.

Innova Wealth Partners first reported a position in PM in Q3 2025 and has held it in 4 quarters since. 1,310 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Innova Wealth Partners held 2,735 shares of Philip Morris worth $495K as of Q2 2026.
  • Innova Wealth Partners bought 34 Philip Morris shares in Q2 2026, an estimated $5.9K.
  • Philip Morris made up 0.2% of Innova Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • Innova Wealth Partners first reported a position in Philip Morris in Q3 2025 and has held it in 4 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.