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Nvest Wealth Strategies’s Philip Morris PM Stock Holding History

Nvest Wealth Strategies’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 		$1.63K Hold
9
– – ﹤0.01% 196
2026
Q1 		$1.49K Buy
+9
New +$1.56K ﹤0.01% 194

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nvest Wealth Strategies's PM Position: Q2 2026 in Review

Nvest Wealth Strategies held its Philip Morris (PM) position steady in Q2 2026 at 9 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Nvest Wealth Strategies first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Nvest Wealth Strategies held 9 shares of Philip Morris worth $1.63K as of Q2 2026.
  • Nvest Wealth Strategies left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #196 holding.
  • Nvest Wealth Strategies first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.