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Koa Wealth Management’s Philip Morris PM Stock Holding History

Koa Wealth Management’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 		$3.16M Buy
17,492
+86
+0.5% +$14.9K 2.15% 14
2026
Q1 		$2.88M Sell
17,406
-1,780
-9% -$309K 2.08% 13
2025
Q4 		$3.08M Buy
19,186
+2,322
+14% +$360K 2.11% 14
2025
Q3 		$2.74M Buy
16,864
+1,377
+9% +$232K 2.03% 15
2025
Q2 		$2.82M Sell
15,487
-1,856
-11% -$319K 2.24% 13
2025
Q1 		$2.75M Sell
17,343
-3,553
-17% -$503K 2.22% 13
2024
Q4 		$2.51M Sell
20,896
-784
-4% -$98.9K 2.06% 13
2024
Q3 		$2.63M Sell
21,680
-3,306
-13% -$384K 2.03% 15
2024
Q2 		$2.53M Sell
24,986
-111
-0.4% -$10.9K 2.14% 14
2024
Q1 		$2.3M Buy
25,097
+4,237
+20% +$391K 2.07% 19
2023
Q4 		$1.96M Buy
+20,860
New +$1.92M 1.94% 18

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

Koa Wealth Management's PM Position: Q2 2026 in Review

Koa Wealth Management increased its Philip Morris (PM) stake by 0.49% in Q2 2026, buying an estimated $14.9K and bringing the position to 17,492 shares worth $3.16M. The position accounts for 2.15% of the portfolio, ranked #14.

Koa Wealth Management first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 1,310 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Koa Wealth Management held 17,492 shares of Philip Morris worth $3.16M as of Q2 2026.
  • Koa Wealth Management bought 86 Philip Morris shares in Q2 2026, an estimated $14.9K.
  • Philip Morris made up 2.15% of Koa Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Koa Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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