Maia Wealth’s Philip Morris PM Stock Holding History

Maia Wealth’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	$722K	Sell	3,991 -560	-12%	-$97.1K	0.11%	176
2026 Q1	$753K	Sell	4,551 -170	-4%	-$29.5K	0.13%	170
2025 Q4	$892K	Buy	4,721 +227	+5%	+$35.2K	0.15%	151
2025 Q3	$697K	Buy	4,494 +279	+7%	+$46.9K	0.12%	179
2025 Q2	$768K	Sell	4,215 -437	-9%	-$75K	0.15%	156
2025 Q1	$733K	Sell	4,652 -168	-3%	-$23.8K	0.17%	138
2024 Q4	$629K	Buy	4,820 +1,111	+30%	+$140K	0.14%	145
2024 Q3	$493K	Buy	3,709 +1,156	+45%	+$134K	0.12%	150
2024 Q2	$268K	Buy	+2,553	New	+$250K	0.08%	177

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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) Albany, New York $54.2B AUM 43.77% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Maia Wealth's PM Position: Q2 2026 in Review

Maia Wealth reduced its Philip Morris (PM) stake by 12% in Q2 2026, selling an estimated $97.1K and leaving 3,991 shares worth $722K. The position accounts for 0.11% of the portfolio, ranked #176.

Maia Wealth first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $892K in Q4 2025. 1,137 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Maia Wealth held 3,991 shares of Philip Morris worth $722K as of Q2 2026.
Maia Wealth sold 560 Philip Morris shares in Q2 2026, an estimated $97.1K.
Philip Morris made up 0.11% of Maia Wealth's portfolio in Q2 2026, its #176 holding.
Maia Wealth first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
Maia Wealth's Philip Morris position peaked at $892K in Q4 2025.
1,137 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.