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Nikulski Financial’s Philip Morris PM Stock Holding History

Nikulski Financial’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 		$607K Sell
3,350
-325
-9% -$56.4K 0.13% 126
2026
Q1 		$608K Buy
3,675
+868
+31% +$151K 0.15% 118
2025
Q4 		$450K Buy
+2,807
New +$435K 0.11% 120

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Nikulski Financial's PM Position: Q2 2026 in Review

Nikulski Financial reduced its Philip Morris (PM) stake by 8.8% in Q2 2026, selling an estimated $56.4K and leaving 3,350 shares worth $607K. The position accounts for 0.13% of the portfolio, ranked #126.

Nikulski Financial first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $608K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Nikulski Financial held 3,350 shares of Philip Morris worth $607K as of Q2 2026.
  • Nikulski Financial sold 325 Philip Morris shares in Q2 2026, an estimated $56.4K.
  • Philip Morris made up 0.13% of Nikulski Financial's portfolio in Q2 2026, its #126 holding.
  • Nikulski Financial first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • Nikulski Financial's Philip Morris position peaked at $608K in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.