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MassMutual Private Wealth & Trust’s Philip Morris PM Stock Holding History

MassMutual Private Wealth & Trust’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 		$5.48M Sell
30,310
-909
-3% -$158K 0.14% 127
2026
Q1 		$5.16M Buy
31,219
+326
+1% +$56.6K 0.14% 124
2025
Q4 		$4.96M Sell
30,893
-55
-0.2% -$8.52K 0.13% 133
2025
Q3 		$5.02M Sell
30,948
-4,160
-12% -$700K 0.13% 134
2025
Q2 		$6.39M Sell
35,108
-947
-3% -$163K 0.17% 115
2025
Q1 		$5.72M Sell
36,055
-1,952
-5% -$276K 0.17% 124
2024
Q4 		$4.57M Sell
38,007
-1,330
-3% -$168K 0.13% 136
2024
Q3 		$4.78M Buy
39,337
+176
+0.4% +$20.4K 0.14% 138
2024
Q2 		$3.97M Buy
39,161
+378
+1% +$37K 0.12% 154
2024
Q1 		$3.55M Buy
38,783
+829
+2% +$76.4K 0.11% 159
2023
Q4 		$3.57M Sell
37,954
-736
-2% -$67.8K 0.12% 158
2023
Q3 		$3.58M Buy
38,690
+574
+2% +$55.2K 0.13% 149
2023
Q2 		$3.72M Buy
38,116
+1,407
+4% +$134K 0.13% 149
2023
Q1 		$3.57M Buy
36,709
+1,211
+3% +$121K 0.14% 148
2022
Q4 		$3.59M Buy
35,498
+755
+2% +$71.2K 0.15% 144
2022
Q3 		$2.88M Buy
34,743
+477
+1% +$45.5K 0.13% 152
2022
Q2 		$3.38M Buy
34,266
+2,752
+9% +$281K 0.15% 144
2022
Q1 		$2.96M Buy
31,514
+5,115
+19% +$512K 0.11% 160
2021
Q4 		$2.51M Buy
26,399
+3,003
+13% +$281K 0.09% 172
2021
Q3 		$2.22M Buy
23,396
+1,130
+5% +$114K 0.09% 173
2021
Q2 		$2.21M Buy
22,266
+1,512
+7% +$145K 0.09% 168
2021
Q1 		$1.84M Sell
20,754
-2,382
-10% -$202K 0.09% 173
2020
Q4 		$1.92M Buy
23,136
+7,968
+53% +$620K 0.1% 161
2020
Q3 		$1.14M Buy
15,168
+4,461
+42% +$344K 0.07% 191
2020
Q2 		$750K Buy
10,707
+1,259
+13% +$91.8K 0.05% 211
2020
Q1 		$689K Sell
9,448
-1,253
-12% -$103K 0.06% 203
2019
Q4 		$911K Buy
10,701
+929
+10% +$76.6K 0.06% 213
2019
Q3 		$742K Buy
9,772
+4,938
+102% +$391K 0.05% 224
2019
Q2 		$380K Sell
4,834
-1,048
-18% -$86.6K 0.03% 291
2019
Q1 		$520K Sell
5,882
-1,603
-21% -$129K 0.04% 260
2018
Q4 		$500K Sell
7,485
-27,717
-79% -$2.31M 0.04% 235
2018
Q3 		$2.87M Sell
35,202
-1,711
-5% -$140K 0.21% 114
2018
Q2 		$2.98M Hold
36,913
– – 0.24% 105
2018
Q1 		$3.67M Sell
36,913
-1,551
-4% -$162K 0.3% 89
2017
Q4 		$4.06M Buy
38,464
+714
+2% +$76.1K 0.34% 78
2017
Q3 		$4.19M Buy
37,750
+4,912
+15% +$572K 0.35% 80
2017
Q2 		$3.86M Buy
32,838
+657
+2% +$76.1K 0.34% 88
2017
Q1 		$3.63M Buy
32,181
+206
+0.6% +$21.3K 0.34% 92
2016
Q4 		$2.93M Buy
+31,975
New +$2.96M 0.36% 83
2016
Q2 		$3.28M Buy
32,279
+2,077
+7% +$207K 0.41% 69
2016
Q1 		$2.96M Buy
30,202
+1,501
+5% +$138K 0.4% 66
2015
Q4 		$2.52M Buy
28,701
+7,984
+39% +$693K 0.36% 74
2015
Q3 		$1.73M Buy
20,717
+1,922
+10% +$158K 0.36% 70
2015
Q2 		$1.58M Sell
18,795
-5,404
-22% -$445K 0.35% 68
2015
Q1 		$1.82M Buy
24,199
+3,501
+17% +$284K 0.3% 87
2014
Q4 		$1.69M Sell
20,698
-19
-0.1% -$1.63K 0.55% 43
2014
Q3 		$1.73M Buy
20,717
+2,956
+17% +$250K 0.34% 74
2014
Q2 		$1.5M Sell
17,761
-377
-2% -$32.5K 0.59% 40
2014
Q1 		$1.48M Buy
18,138
+11,167
+160% +$902K 0.87% 29
2013
Q4 		$607K Buy
+6,971
New +$609K 0.56% 44

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

MassMutual Private Wealth & Trust's PM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Philip Morris (PM) stake by 2.9% in Q2 2026, selling an estimated $158K and leaving 30,310 shares worth $5.48M. The position accounts for 0.14% of the portfolio, ranked #127.

MassMutual Private Wealth & Trust first reported a position in PM in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.39M in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 30,310 shares of Philip Morris worth $5.48M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 909 Philip Morris shares in Q2 2026, an estimated $158K.
  • Philip Morris made up 0.14% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #127 holding.
  • MassMutual Private Wealth & Trust first reported a position in Philip Morris in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Philip Morris position peaked at $6.39M in Q2 2025.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.