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McGlone Suttner Wealth Management’s Philip Morris PM Stock Holding History

McGlone Suttner 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 		$1.41M Buy
7,807
+328
+4% +$56.9K 0.17% 66
2026
Q1 		$1.24M Buy
7,479
+320
+4% +$55.6K 0.16% 68
2025
Q4 		$1.15M Buy
7,159
+463
+7% +$71.7K 0.15% 69
2025
Q3 		$1.09M Buy
6,696
+223
+3% +$37.5K 0.15% 70
2025
Q2 		$1.18M Buy
6,473
+401
+7% +$68.9K 0.18% 61
2025
Q1 		$964K Buy
6,072
+566
+10% +$80.2K 0.16% 69
2024
Q4 		$663K Buy
5,506
+284
+5% +$35.8K 0.11% 82
2024
Q3 		$634K Buy
5,222
+746
+17% +$86.7K 0.13% 84
2024
Q2 		$421K Sell
4,476
-683
-13% -$66.8K 0.09% 96
2024
Q1 		$473K Buy
5,159
+683
+15% +$63K 0.09% 99
2023
Q4 		$421K Buy
4,476
+359
+9% +$33.1K 0.08% 96
2023
Q3 		$381K Buy
4,117
+216
+6% +$20.8K 0.09% 89
2023
Q2 		$381K Buy
3,901
+191
+5% +$18.2K 0.09% 90
2023
Q1 		$361K Buy
3,710
+390
+12% +$38.9K 0.09% 87
2022
Q4 		$336K Buy
+3,320
New +$313K 0.11% 91

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
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)
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
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

McGlone Suttner Wealth Management's PM Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Philip Morris (PM) stake by 4.4% in Q2 2026, buying an estimated $56.9K and bringing the position to 7,807 shares worth $1.41M. The position accounts for 0.17% of the portfolio, ranked #66.

McGlone Suttner Wealth Management first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 1,152 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • McGlone Suttner Wealth Management held 7,807 shares of Philip Morris worth $1.41M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 328 Philip Morris shares in Q2 2026, an estimated $56.9K.
  • Philip Morris made up 0.17% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #66 holding.
  • McGlone Suttner Wealth Management first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • 1,152 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.