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IRON Financial’s Philip Morris PM Stock Holding History

IRON Financial’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 		$1.21M Buy
6,678
+1,396
+26% +$242K 0.5% 42
2026
Q1 		$873K Buy
+5,282
New +$918K 0.38% 49
2024
Q3 		– Sell
-7,869
Closed -$797K – 123
2024
Q2 		$797K Buy
7,869
+70
+0.9% +$6.84K 0.45% 45
2024
Q1 		$715K Buy
+7,799
New +$719K 0.4% 50

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

IRON Financial's PM Position: Q2 2026 in Review

IRON Financial increased its Philip Morris (PM) stake by 26% in Q2 2026, buying an estimated $242K and bringing the position to 6,678 shares worth $1.21M. The position accounts for 0.5% of the portfolio, ranked #42.

IRON Financial first reported a position in PM in Q1 2024 and has held it in 4 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • IRON Financial held 6,678 shares of Philip Morris worth $1.21M as of Q2 2026.
  • IRON Financial bought 1,396 Philip Morris shares in Q2 2026, an estimated $242K.
  • Philip Morris made up 0.5% of IRON Financial's portfolio in Q2 2026, its #42 holding.
  • IRON Financial first reported a position in Philip Morris in Q1 2024 and has held it in 4 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.