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Intergy Private Wealth’s Philip Morris PM Stock Holding History

Intergy Private 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 		$469K Buy
2,591
+419
+19% +$72.7K 0.11% 74
2026
Q1 		$359K Buy
2,172
+249
+13% +$43.3K 0.11% 80
2025
Q4 		$308K Sell
1,923
-34
-2% -$5.27K 0.09% 84
2025
Q3 		$317K Sell
1,957
-270
-12% -$45.4K 0.1% 79
2025
Q2 		$406K Buy
2,227
+489
+28% +$84K 0.14% 69
2025
Q1 		$276K Sell
1,738
-221
-11% -$31.3K 0.1% 76
2024
Q4 		$236K Buy
1,959
+80
+4% +$10.1K 0.09% 83
2024
Q3 		$228K Buy
+1,879
New +$218K 0.09% 82

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

Intergy Private Wealth's PM Position: Q2 2026 in Review

Intergy Private Wealth increased its Philip Morris (PM) stake by 19% in Q2 2026, buying an estimated $72.7K and bringing the position to 2,591 shares worth $469K. The position accounts for 0.11% of the portfolio, ranked #74.

Intergy Private Wealth first reported a position in PM in Q3 2024 and has held it in 8 quarters since. 667 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Intergy Private Wealth held 2,591 shares of Philip Morris worth $469K as of Q2 2026.
  • Intergy Private Wealth bought 419 Philip Morris shares in Q2 2026, an estimated $72.7K.
  • Philip Morris made up 0.11% of Intergy Private Wealth's portfolio in Q2 2026, its #74 holding.
  • Intergy Private Wealth first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • 667 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.