Longview Financial Advisors’s Philip Morris PM Stock Holding History

Longview Financial Advisors’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	$289K	Hold	1,600	–	–	0.17%	38
2026 Q1	$265K	Sell	1,600 -135	-8%	-$23.5K	0.16%	38
2025 Q4	$278K	Buy	1,735 +135	+8%	+$20.9K	0.19%	39
2025 Q3	$260K	Hold	1,600	–	–	0.19%	37
2025 Q2	$291K	Sell	1,600 -285	-15%	-$48.9K	0.25%	33
2025 Q1	$299K	Buy	1,885 +2	+0.1%	+$283	0.26%	35
2024 Q4	$227K	Buy	1,883 +61	+3%	+$7.7K	0.18%	42
2024 Q3	$221K	Buy	+1,822	New	+$212K	0.16%	44

Other funds holding PM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

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

Longview Financial Advisors's PM Position: Q2 2026 in Review

Longview Financial Advisors held its Philip Morris (PM) position steady in Q2 2026 at 1,600 shares worth $289K. The position accounts for 0.17% of the portfolio, ranked #38.

Longview Financial Advisors first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $299K in Q1 2025. 585 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Longview Financial Advisors held 1,600 shares of Philip Morris worth $289K as of Q2 2026.
Longview Financial Advisors left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.17% of Longview Financial Advisors's portfolio in Q2 2026, its #38 holding.
Longview Financial Advisors first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
Longview Financial Advisors's Philip Morris position peaked at $299K in Q1 2025.
585 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.