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Nations Financial Group’s Philip Morris PM Stock Holding History

Nations Financial Group’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 		$1.11M Buy
6,155
+210
+4% +$36.4K 0.05% 354
2026
Q1 		$983K Buy
5,945
+3,411
+135% +$593K 0.05% 367
2025
Q4 		$407K Buy
2,534
+368
+17% +$57K 0.02% 562
2025
Q3 		$351K Buy
2,166
+37
+2% +$6.22K 0.02% 565
2025
Q2 		$388K Hold
2,129
– – 0.03% 506
2025
Q1 		$338K Sell
2,129
-26
-1% -$3.68K 0.03% 512
2024
Q4 		$259K Sell
2,155
-713
-25% -$90K 0.02% 587
2024
Q3 		$348K Buy
2,868
+35
+1% +$4.07K 0.03% 531
2024
Q2 		$287K Buy
2,833
+20
+0.7% +$1.96K 0.02% 544
2024
Q1 		$258K Sell
2,813
-4,835
-63% -$446K 0.02% 555
2023
Q4 		$720K Buy
7,648
+193
+3% +$17.8K 0.07% 298
2023
Q3 		$690K Buy
7,455
+216
+3% +$20.8K 0.07% 292
2023
Q2 		$707K Sell
7,239
-1
-0% -$96 0.07% 293
2023
Q1 		$704K Sell
7,240
-8
-0.1% -$797 0.07% 284
2022
Q4 		$734K Buy
7,248
+338
+5% +$31.9K 0.08% 270
2022
Q3 		$574K Sell
6,910
-21,019
-75% -$2M 0.08% 260
2022
Q2 		$2.76M Buy
27,929
+21,640
+344% +$2.21M 0.37% 62
2022
Q1 		$591K Sell
6,289
-125
-2% -$12.5K 0.07% 291
2021
Q4 		$609K Sell
6,414
-365
-5% -$34.1K 0.08% 256
2021
Q3 		$643K Sell
6,779
-280
-4% -$28.2K 0.1% 229
2021
Q2 		$700K Sell
7,059
-813
-10% -$78K 0.12% 204
2021
Q1 		$699K Sell
7,872
-13
-0.2% -$1.1K 0.16% 172
2020
Q4 		$653K Buy
7,885
+475
+6% +$37K 0.17% 158
2020
Q3 		$556K Sell
7,410
-117
-2% -$9.03K 0.17% 159
2020
Q2 		$527K Buy
7,527
+3,476
+86% +$253K 0.19% 156
2020
Q1 		$296K Sell
4,051
-401
-9% -$33K 0.13% 193
2019
Q4 		$379K Buy
4,452
+905
+26% +$74.6K 0.13% 197
2019
Q3 		$289K Buy
+3,547
New +$281K 0.1% 236
2019
Q2 		– Sell
-2,498
Closed -$221K – 178
2019
Q1 		$221K Buy
+2,498
New +$201K 0.15% 155
2018
Q4 		– Sell
-2,685
Closed -$219K – 172
2018
Q3 		$219K Buy
2,685
+188
+8% +$15.4K 0.16% 152
2018
Q2 		$202K Sell
2,497
-69
-3% -$5.86K 0.17% 150
2018
Q1 		$255K Buy
2,566
+41
+2% +$4.27K 0.23% 123
2017
Q4 		$267K Buy
2,525
+41
+2% +$4.37K 0.24% 122
2017
Q3 		$276K Sell
2,484
-289
-10% -$33.6K 0.27% 114
2017
Q2 		$326K Sell
2,773
-447
-14% -$51.8K 0.27% 111
2017
Q1 		$364K Buy
3,220
+1
+0% +$103 0.36% 84
2016
Q4 		$295K Sell
3,219
-194
-6% -$18K 0.32% 95
2016
Q3 		$332K Sell
3,413
-1,606
-32% -$161K 0.33% 96
2016
Q2 		$511K Sell
5,019
-904
-15% -$90.2K 0.54% 57
2016
Q1 		$581K Sell
5,923
-1,322
-18% -$121K 0.67% 49
2015
Q4 		$637K Buy
+7,245
New +$629K 0.83% 39

Other funds holding PM

Ninety One (UK)
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
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
Assenagon Asset Management
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
DC
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

Nations Financial Group's PM Position: Q2 2026 in Review

Nations Financial Group increased its Philip Morris (PM) stake by 3.5% in Q2 2026, buying an estimated $36.4K and bringing the position to 6,155 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #354.

Nations Financial Group first reported a position in PM in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.76M in Q2 2022. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Nations Financial Group held 6,155 shares of Philip Morris worth $1.11M as of Q2 2026.
  • Nations Financial Group bought 210 Philip Morris shares in Q2 2026, an estimated $36.4K.
  • Philip Morris made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #354 holding.
  • Nations Financial Group first reported a position in Philip Morris in Q4 2015 and has held it in 41 quarters since.
  • Nations Financial Group's Philip Morris position peaked at $2.76M in Q2 2022.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.