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Onyx Bridge Wealth Group’s Philip Morris PM Stock Holding History

Onyx Bridge Wealth 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 		$1.8M Sell
9,960
-192
-2% -$33.3K 0.16% 114
2026
Q1 		$1.68M Buy
10,152
+487
+5% +$84.6K 0.18% 109
2025
Q4 		$1.55M Buy
9,665
+28
+0.3% +$4.34K 0.16% 107
2025
Q3 		$1.56M Buy
9,637
+375
+4% +$63.1K 0.17% 104
2025
Q2 		$1.69M Sell
9,262
-303
-3% -$52K 0.22% 79
2025
Q1 		$1.52M Sell
9,565
-3
-0% -$425 0.22% 86
2024
Q4 		$1.15M Sell
9,568
-86
-0.9% -$10.8K 0.17% 91
2024
Q3 		$1.17M Buy
9,654
+16
+0.2% +$1.86K 0.18% 92
2024
Q2 		$977K Buy
9,638
+820
+9% +$80.2K 0.16% 95
2024
Q1 		$838K Sell
8,818
-503
-5% -$46.4K 0.15% 103
2023
Q4 		$877K Buy
9,321
+2,223
+31% +$205K 0.18% 87
2023
Q3 		$657K Buy
7,098
+1,368
+24% +$132K 0.15% 102
2023
Q2 		$559K Buy
5,730
+827
+17% +$79K 0.13% 116
2023
Q1 		$477K Buy
4,903
+118
+2% +$11.8K 0.19% 92
2022
Q4 		$495K Buy
4,785
+463
+11% +$43.7K 0.2% 77
2022
Q3 		$370K Buy
4,322
+4
+0.1% +$381 0.17% 101
2022
Q2 		$414K Sell
4,318
-265
-6% -$27K 0.18% 78
2022
Q1 		$466K Sell
4,583
-199
-4% -$19.9K 0.18% 69
2021
Q4 		$458K Buy
4,782
+33
+0.7% +$3.08K 0.15% 84
2021
Q3 		$463K Buy
4,749
+156
+3% +$15.7K 0.17% 70
2021
Q2 		$454K Sell
4,593
-2,280
-33% -$219K 0.2% 58
2021
Q1 		$610K Buy
6,873
+33
+0.5% +$2.8K 0.31% 39
2020
Q4 		$566K Buy
+6,840
New +$532K 0.37% 36

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

Onyx Bridge Wealth Group's PM Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Philip Morris (PM) stake by 1.9% in Q2 2026, selling an estimated $33.3K and leaving 9,960 shares worth $1.8M. The position accounts for 0.16% of the portfolio, ranked #114.

Onyx Bridge Wealth Group first reported a position in PM in Q4 2020 and has held it in 23 quarters since. 1,040 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Onyx Bridge Wealth Group held 9,960 shares of Philip Morris worth $1.8M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 192 Philip Morris shares in Q2 2026, an estimated $33.3K.
  • Philip Morris made up 0.16% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #114 holding.
  • Onyx Bridge Wealth Group first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.