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MOKAN Wealth Management’s Philip Morris PM Stock Holding History

MOKAN 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 		$219K Buy
+1,211
New +$210K 0.08% 94
2025
Q4 		– Sell
-1,252
Closed -$203K – 112
2025
Q3 		$203K Buy
1,252
+15
+1% +$2.52K 0.1% 98
2025
Q2 		$225K Buy
+1,237
New +$212K 0.13% 79

Other funds holding PM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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

MOKAN Wealth Management's PM Position: Q2 2026 in Review

MOKAN Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 1,211 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #94 among its holdings. This is a return to the name: MOKAN Wealth Management previously reported a position in PM as recently as Q3 2025.

MOKAN Wealth Management first reported a position in PM in Q2 2025 and has held it in 3 quarters since. The position peaked at $225K in Q2 2025. 1,427 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • MOKAN Wealth Management held 1,211 shares of Philip Morris worth $219K as of Q2 2026.
  • Philip Morris was a new MOKAN Wealth Management position in Q2 2026.
  • Philip Morris made up 0.08% of MOKAN Wealth Management's portfolio in Q2 2026, its #94 holding.
  • MOKAN Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • MOKAN Wealth Management's Philip Morris position peaked at $225K in Q2 2025.
  • 1,427 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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