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Instrumental Wealth’s Philip Morris PM Stock Holding History

Instrumental Wealth’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 		$259K Buy
+1,430
New +$248K 0.13% 68

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

Instrumental Wealth's PM Position: Q2 2026 in Review

Instrumental Wealth opened a new position in Philip Morris (PM) in Q2 2026: 1,430 shares worth $259K. The stake represents 0.13% of the portfolio and ranks #68 among its holdings.

508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Instrumental Wealth held 1,430 shares of Philip Morris worth $259K as of Q2 2026.
  • Philip Morris was a new Instrumental Wealth position in Q2 2026.
  • Philip Morris made up 0.13% of Instrumental Wealth's portfolio in Q2 2026, its #68 holding.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.