Moss Adams Wealth Advisors’s Philip Morris PM Stock Holding History

Moss Adams Wealth Advisors’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	$1.09M	Buy	5,966 +241	+4%	+$41.8K	0.07%	87
2026 Q1	$955K	Buy	5,725 +535	+10%	+$93K	0.07%	88
2025 Q4	$840K	Sell	5,190 -26	-0.5%	-$4.03K	0.06%	94
2025 Q3	$846K	Buy	5,216 +166	+3%	+$27.9K	0.07%	89
2025 Q2	$927K	Buy	5,050 +715	+16%	+$123K	0.08%	87
2025 Q1	$694K	Buy	4,335 +741	+21%	+$105K	0.07%	87
2024 Q4	$438K	Buy	3,594 +370	+11%	+$46.7K	0.05%	114
2024 Q3	$396K	Buy	3,224 +353	+12%	+$41K	0.04%	118
2024 Q2	$295K	Buy	2,871 +674	+31%	+$65.9K	0.04%	119
2024 Q1	$204K	Buy	+2,197	New	+$203K	0.03%	146

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

Moss Adams Wealth Advisors's PM Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Philip Morris (PM) stake by 4.2% in Q2 2026, buying an estimated $41.8K and bringing the position to 5,966 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #87.

Moss Adams Wealth Advisors first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 1,139 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Moss Adams Wealth Advisors held 5,966 shares of Philip Morris worth $1.09M as of Q2 2026.
Moss Adams Wealth Advisors bought 241 Philip Morris shares in Q2 2026, an estimated $41.8K.
Philip Morris made up 0.07% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Moss Adams Wealth Advisors first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
1,139 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.