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Northwest Wealth Management’s Philip Morris PM Stock Holding History

Northwest Wealth Management’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 		$513K Buy
2,836
+229
+9% +$39.7K 0.07% 130
2026
Q1 		$431K Buy
2,607
+90
+4% +$15.6K 0.06% 138
2025
Q4 		$404K Buy
2,517
+50
+2% +$7.75K 0.06% 144
2025
Q3 		$400K Sell
2,467
-213
-8% -$35.8K 0.07% 126
2025
Q2 		$488K Buy
2,680
+273
+11% +$46.9K 0.09% 105
2025
Q1 		$382K Buy
2,407
+428
+22% +$60.6K 0.08% 112
2024
Q4 		$238K Buy
+1,979
New +$250K 0.05% 148
2022
Q3 		– Sell
-2,120
Closed -$209K – 146
2022
Q2 		$209K Sell
2,120
-192
-8% -$19.6K 0.09% 140
2022
Q1 		$217K Buy
+2,312
New +$231K 0.11% 127
2021
Q3 		– Sell
-2,499
Closed -$248K – 132
2021
Q2 		$248K Buy
+2,499
New +$240K 0.13% 109
2020
Q1 		– Sell
-2,471
Closed -$210K – 107
2019
Q4 		$210K Buy
+2,471
New +$204K 0.19% 95
2019
Q3 		– Sell
-2,799
Closed -$220K – 120
2019
Q2 		$220K Buy
2,799
+3
+0.1% +$248 0.18% 104
2019
Q1 		$247K Sell
2,796
-118
-4% -$9.5K 0.19% 95
2018
Q4 		$195K Buy
2,914
+688
+31% +$57.5K 0.17% 104
2018
Q3 		$182K Sell
2,226
-237
-10% -$19.5K 0.14% 115
2018
Q2 		$199K Buy
2,463
+102
+4% +$8.66K 0.15% 110
2018
Q1 		$234K Buy
+2,361
New +$246K 0.17% 96
2017
Q3 		– Sell
-2,414
Closed -$283K – 85
2017
Q2 		$283K Sell
2,414
-211
-8% -$24.4K 0.26% 76
2017
Q1 		$296K Buy
+2,625
New +$271K 0.27% 74

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

Northwest Wealth Management's PM Position: Q2 2026 in Review

Northwest Wealth Management increased its Philip Morris (PM) stake by 8.8% in Q2 2026, buying an estimated $39.7K and bringing the position to 2,836 shares worth $513K. The position accounts for 0.07% of the portfolio, ranked #130.

Northwest Wealth Management first reported a position in PM in Q1 2017 and has held it in 19 quarters since. 1,249 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Northwest Wealth Management held 2,836 shares of Philip Morris worth $513K as of Q2 2026.
  • Northwest Wealth Management bought 229 Philip Morris shares in Q2 2026, an estimated $39.7K.
  • Philip Morris made up 0.07% of Northwest Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Northwest Wealth Management first reported a position in Philip Morris in Q1 2017 and has held it in 19 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.