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Lewis Asset Management’s Philip Morris PM Stock Holding History

Lewis Asset 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 		$1.16M Buy
6,414
+83
+1% +$14.4K 0.41% 65
2026
Q1 		$1.05M Buy
6,331
+192
+3% +$33.4K 0.43% 56
2025
Q4 		$985K Buy
6,139
+343
+6% +$53.1K 0.4% 63
2025
Q3 		$940K Buy
5,796
+93
+2% +$15.6K 0.39% 63
2025
Q2 		$1.04M Buy
5,703
+3,118
+121% +$535K 0.49% 50
2025
Q1 		$410K Buy
2,585
+225
+10% +$31.9K 0.34% 75
2024
Q4 		$284K Buy
+2,360
New +$298K 0.22% 105

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

Lewis Asset Management's PM Position: Q2 2026 in Review

Lewis Asset Management increased its Philip Morris (PM) stake by 1.3% in Q2 2026, buying an estimated $14.4K and bringing the position to 6,414 shares worth $1.16M. The position accounts for 0.41% of the portfolio, ranked #65.

Lewis Asset Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 1,370 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Lewis Asset Management held 6,414 shares of Philip Morris worth $1.16M as of Q2 2026.
  • Lewis Asset Management bought 83 Philip Morris shares in Q2 2026, an estimated $14.4K.
  • Philip Morris made up 0.41% of Lewis Asset Management's portfolio in Q2 2026, its #65 holding.
  • Lewis Asset Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.