N.E.W. Advisory Services’s Philip Morris PM Stock Holding History

N.E.W. Advisory Services’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	$478K	Sell	2,643 -7	-0.3%	-$1.21K	0.03%	145
2026 Q1	$438K	Sell	2,650 -20	-0.7%	-$3.48K	0.03%	141
2025 Q4	$428K	Buy	2,670 +25	+0.9%	+$3.87K	0.03%	142
2025 Q3	$429K	Buy	2,645 +31	+1%	+$5.22K	0.04%	125
2025 Q2	$476K	Sell	2,614 -413	-14%	-$70.9K	0.05%	118
2025 Q1	$480K	Buy	3,027 +164	+6%	+$23.2K	0.04%	133
2024 Q4	$345K	Buy	2,863 +402	+16%	+$50.7K	0.03%	143
2024 Q3	$299K	Buy	2,461 +1	+0%	+$116	0.03%	143
2024 Q2	$249K	Buy	2,460 +2	+0.1%	+$196	0.03%	151
2024 Q1	$225K	Buy	2,458 +1	+0%	+$92	0.03%	158
2023 Q4	$231K	Sell	2,457 -3	-0.1%	-$276	0.03%	150
2023 Q3	$228K	Sell	2,460 -771	-24%	-$74.2K	0.03%	142
2023 Q2	$315K	Buy	+3,231	New	+$309K	0.04%	105
2022 Q2	–	Sell	-3,103	Closed	-$275K	–	150
2022 Q1	$275K	Buy	+3,103	New	+$310K	0.05%	109
2021 Q4	–	Sell	-2,300	Closed	-$218K	–	139
2021 Q3	$218K	Sell	2,300 -800	-26%	-$80.5K	0.04%	127
2021 Q2	$306K	Buy	3,100 +31	+1%	+$2.97K	0.05%	106
2021 Q1	$269K	Buy	3,069 +94	+3%	+$7.98K	0.05%	112
2020 Q4	$246K	Hold	2,975	–	–	0.05%	116
2020 Q3	$223K	Hold	2,975	–	–	0.06%	88
2020 Q2	$208K	Buy	+2,975	New	+$217K	0.06%	81
2019 Q4	$293K	Buy	+3,446	New	+$284K	0.1%	70

Other funds holding PM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

N.E.W. Advisory Services's PM Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Philip Morris (PM) stake by 0.26% in Q2 2026, selling an estimated $1.21K and leaving 2,643 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #145.

N.E.W. Advisory Services first reported a position in PM in Q4 2019 and has held it in 21 quarters since. The position peaked at $480K in Q1 2025. 2,137 funds tracked by Wall St. Rank hold PM as of Q2 2026.

N.E.W. Advisory Services held 2,643 shares of Philip Morris worth $478K as of Q2 2026.
N.E.W. Advisory Services sold 7 Philip Morris shares in Q2 2026, an estimated $1.21K.
Philip Morris made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #145 holding.
N.E.W. Advisory Services first reported a position in Philip Morris in Q4 2019 and has held it in 21 quarters since.
N.E.W. Advisory Services's Philip Morris position peaked at $480K in Q1 2025.
2,137 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.