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Lodestone Wealth Management’s Philip Morris PM Stock Holding History

Lodestone 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 		$238K Sell
1,316
-17
-1% -$2.95K 0.08% 169
2026
Q1 		$220K Buy
1,333
+4
+0.3% +$695 0.09% 166
2025
Q4 		$213K Buy
1,329
+3
+0.2% +$465 0.09% 161
2025
Q3 		$215K Buy
1,326
+71
+6% +$11.9K 0.1% 167
2025
Q2 		$229K Buy
+1,255
New +$216K 0.11% 155

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

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

Lodestone Wealth Management reduced its Philip Morris (PM) stake by 1.3% in Q2 2026, selling an estimated $2.95K and leaving 1,316 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #169.

Lodestone Wealth Management first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 1,310 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Lodestone Wealth Management held 1,316 shares of Philip Morris worth $238K as of Q2 2026.
  • Lodestone Wealth Management sold 17 Philip Morris shares in Q2 2026, an estimated $2.95K.
  • Philip Morris made up 0.08% of Lodestone Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Lodestone Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.