PPWM
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Paragon Private Wealth Management’s Philip Morris PM Stock Holding History

Paragon Private 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 		$503K Buy
2,781
+106
+4% +$18.4K 0.13% 148
2026
Q1 		$442K Buy
2,675
+255
+11% +$44.3K 0.14% 149
2025
Q4 		$388K Buy
2,420
+279
+13% +$43.2K 0.12% 156
2025
Q3 		$347K Buy
+2,141
New +$360K 0.11% 167

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

Paragon Private Wealth Management's PM Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Philip Morris (PM) stake by 4% in Q2 2026, buying an estimated $18.4K and bringing the position to 2,781 shares worth $503K. The position accounts for 0.13% of the portfolio, ranked #148.

Paragon Private Wealth Management first reported a position in PM in Q3 2025 and has held it in 4 quarters since. 1,348 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Paragon Private Wealth Management held 2,781 shares of Philip Morris worth $503K as of Q2 2026.
  • Paragon Private Wealth Management bought 106 Philip Morris shares in Q2 2026, an estimated $18.4K.
  • Philip Morris made up 0.13% of Paragon Private Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Paragon Private Wealth Management first reported a position in Philip Morris in Q3 2025 and has held it in 4 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.