McBroom & Associates’s Philip Morris PM Stock Holding History

McBroom & Associates’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	$1.4M	Sell	7,735 -295	-4%	-$51.2K	0.7%	28
2026 Q1	$1.33M	Buy	8,030 +384	+5%	+$66.7K	0.74%	26
2025 Q4	$1.23M	Buy	7,646 +381	+5%	+$59K	0.6%	28
2025 Q3	$1.18M	Buy	7,265 +264	+4%	+$44.4K	0.56%	28
2025 Q2	$1.11M	Hold	7,001	–	–	0.64%	29
2025 Q1	$1.11M	Buy	7,001 +55	+0.8%	+$7.79K	0.64%	29
2024 Q4	$836K	Buy	6,946 +1,189	+21%	+$150K	0.47%	28
2024 Q3	$699K	Buy	5,757 +591	+11%	+$68.7K	0.43%	27
2024 Q2	$523K	Buy	5,166 +548	+12%	+$53.6K	0.33%	31
2024 Q1	$423K	Buy	+4,618	New	+$426K	0.28%	31

Other funds holding PM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

McBroom & Associates's PM Position: Q2 2026 in Review

McBroom & Associates reduced its Philip Morris (PM) stake by 3.7% in Q2 2026, selling an estimated $51.2K and leaving 7,735 shares worth $1.4M. The position accounts for 0.7% of the portfolio, ranked #28.

McBroom & Associates first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

McBroom & Associates held 7,735 shares of Philip Morris worth $1.4M as of Q2 2026.
McBroom & Associates sold 295 Philip Morris shares in Q2 2026, an estimated $51.2K.
Philip Morris made up 0.7% of McBroom & Associates's portfolio in Q2 2026, its #28 holding.
McBroom & Associates first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.