Motive Wealth Advisors’s Philip Morris PM Stock Holding History

Motive 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	$276K	Buy	1,527 +140	+10%	+$24.3K	0.11%	79
2026 Q1	$229K	Sell	1,387 -20	-1%	-$3.48K	0.11%	80
2025 Q4	$226K	Sell	1,407 -3	-0.2%	-$465	0.1%	86
2025 Q3	$229K	Buy	1,410 +6	+0.4%	+$1.01K	0.1%	76
2025 Q2	$256K	Buy	+1,404	New	+$241K	0.12%	70

Other funds holding PM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Motive Wealth Advisors's PM Position: Q2 2026 in Review

Motive Wealth Advisors increased its Philip Morris (PM) stake by 10% in Q2 2026, buying an estimated $24.3K and bringing the position to 1,527 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #79.

Motive Wealth Advisors first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 733 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Motive Wealth Advisors held 1,527 shares of Philip Morris worth $276K as of Q2 2026.
Motive Wealth Advisors bought 140 Philip Morris shares in Q2 2026, an estimated $24.3K.
Philip Morris made up 0.11% of Motive Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Motive Wealth Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
733 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.