OHIS
PM icon

Oak Harvest Investment Services’s Philip Morris PM Stock Holding History

Oak Harvest Investment 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 		$9.49M Buy
52,446
+15,703
+43% +$2.72M 0.89% 38
2026
Q1 		$6.08M Buy
36,743
+6,624
+22% +$1.15M 0.63% 57
2025
Q4 		$4.83M Buy
30,119
+5,807
+24% +$900K 0.53% 67
2025
Q3 		$3.94M Buy
24,312
+22,551
+1,281% +$3.79M 0.46% 68
2025
Q2 		$321K Buy
1,761
+13
+0.7% +$2.23K 0.04% 133
2025
Q1 		$277K Sell
1,748
-38
-2% -$5.38K 0.04% 124
2024
Q4 		$215K Buy
1,786
+70
+4% +$8.83K 0.03% 144
2024
Q3 		$208K Buy
+1,716
New +$199K 0.03% 130

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

Oak Harvest Investment Services's PM Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Philip Morris (PM) stake by 43% in Q2 2026, buying an estimated $2.72M and bringing the position to 52,446 shares worth $9.49M. The position accounts for 0.89% of the portfolio, ranked #38.

Oak Harvest Investment Services first reported a position in PM in Q3 2024 and has held it in 8 quarters since. 1,041 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Oak Harvest Investment Services held 52,446 shares of Philip Morris worth $9.49M as of Q2 2026.
  • Oak Harvest Investment Services bought 15,703 Philip Morris shares in Q2 2026, an estimated $2.72M.
  • Philip Morris made up 0.89% of Oak Harvest Investment Services's portfolio in Q2 2026, its #38 holding.
  • Oak Harvest Investment Services first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.