Optivise Advisory Services’s Philip Morris PM Stock Holding History

Optivise Advisory 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	$576K	Buy	3,186 +476	+18%	+$82.6K	0.29%	96
2026 Q1	$448K	Sell	2,710 -445	-14%	-$77.3K	0.27%	94
2025 Q4	$506K	Buy	3,155 +733	+30%	+$114K	0.29%	92
2025 Q3	$393K	Buy	2,422 +521	+27%	+$87.7K	0.23%	100
2025 Q2	$346K	Buy	+1,901	New	+$326K	0.18%	119

Other funds holding PM

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

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

Optivise Advisory Services's PM Position: Q2 2026 in Review

Optivise Advisory Services increased its Philip Morris (PM) stake by 18% in Q2 2026, buying an estimated $82.6K and bringing the position to 3,186 shares worth $576K. The position accounts for 0.29% of the portfolio, ranked #96.

Optivise Advisory Services first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 997 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Optivise Advisory Services held 3,186 shares of Philip Morris worth $576K as of Q2 2026.
Optivise Advisory Services bought 476 Philip Morris shares in Q2 2026, an estimated $82.6K.
Philip Morris made up 0.29% of Optivise Advisory Services's portfolio in Q2 2026, its #96 holding.
Optivise Advisory Services first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
997 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.