OWM
PM icon

Orca Wealth Management’s Philip Morris PM Stock Holding History

Orca 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 		$5.87M Buy
32,450
+1,173
+4% +$203K 3.52% 9
2026
Q1 		$5.17M Buy
31,277
+1,970
+7% +$342K 3.68% 6
2025
Q4 		$5.29M Buy
29,307
+1,665
+6% +$258K 3.79% 6
2025
Q3 		$4.48M Buy
27,642
+94
+0.3% +$15.8K 3.4% 8
2025
Q2 		$5.02M Buy
27,548
+145
+0.5% +$24.9K 4.23% 5
2025
Q1 		$4.35M Buy
27,403
+1,230
+5% +$174K 3.89% 7
2024
Q4 		$3.15M Buy
+26,173
New +$3.3M 2.83% 12

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

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

Orca Wealth Management increased its Philip Morris (PM) stake by 3.8% in Q2 2026, buying an estimated $203K and bringing the position to 32,450 shares worth $5.87M. The position accounts for 3.52% of the portfolio, ranked #9.

Orca Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Orca Wealth Management held 32,450 shares of Philip Morris worth $5.87M as of Q2 2026.
  • Orca Wealth Management bought 1,173 Philip Morris shares in Q2 2026, an estimated $203K.
  • Philip Morris made up 3.52% of Orca Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Orca Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.