Parisi Gray Wealth Management’s Philip Morris PM Stock Holding History

Parisi Gray 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	$283K	Sell	1,565 -20	-1%	-$3.47K	0.06%	122
2026 Q1	$262K	Buy	1,585 +17	+1%	+$2.95K	0.06%	118
2025 Q4	$252K	Sell	1,568 -59	-4%	-$9.14K	0.06%	119
2025 Q3	$264K	Sell	1,627 -44	-3%	-$7.4K	0.07%	109
2025 Q2	$304K	Sell	1,671 -9	-0.5%	-$1.55K	0.09%	96
2025 Q1	$267K	Buy	+1,680	New	+$238K	0.09%	96
2024 Q4	–	Sell	-1,656	Closed	-$201K	–	113
2024 Q3	$201K	Buy	+1,656	New	+$192K	0.07%	106
2024 Q1	–	Sell	-2,126	Closed	-$200K	–	108
2023 Q4	$200K	Buy	+2,126	New	+$196K	0.08%	98
2022 Q2	–	Sell	-2,320	Closed	-$218K	–	113
2022 Q1	$218K	Buy	2,320 +3	+0.1%	+$300	0.09%	110
2021 Q4	$220K	Buy	2,317 +4	+0.2%	+$374	0.08%	115
2021 Q3	$222K	Buy	2,313 +3	+0.1%	+$302	0.09%	117
2021 Q2	$229K	Buy	2,310 +4	+0.2%	+$384	0.08%	116
2021 Q1	$205K	Buy	+2,306	New	+$196K	0.09%	119
2020 Q4	–	Sell	-2,887	Closed	-$216K	–	124
2020 Q3	$216K	Hold	2,887	–	–	0.11%	104
2020 Q2	$202K	Sell	2,887 -97	-3%	-$7.07K	0.12%	103
2020 Q1	$218K	Sell	2,984 -40	-1%	-$3.29K	0.15%	94
2019 Q4	$257K	Sell	3,024 -495	-14%	-$40.8K	0.15%	91
2019 Q3	$267K	Buy	3,519 +137	+4%	+$10.9K	0.18%	85
2019 Q2	$266K	Sell	3,382 -300	-8%	-$24.8K	0.18%	85
2019 Q1	$325K	Sell	3,682 -23	-0.6%	-$1.85K	0.21%	77
2018 Q4	$249K	Buy	3,705 +45	+1%	+$3.76K	0.17%	86
2018 Q3	$298K	Sell	3,660 -645	-15%	-$52.9K	0.18%	90
2018 Q2	$354K	Buy	4,305 +491	+13%	+$41.7K	0.24%	85
2018 Q1	$381K	Buy	3,814 +11	+0.3%	+$1.15K	0.29%	77
2017 Q4	$397K	Buy	+3,803	New	+$405K	0.3%	76

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Parisi Gray Wealth Management's PM Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its Philip Morris (PM) stake by 1.3% in Q2 2026, selling an estimated $3.47K and leaving 1,565 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #122.

Parisi Gray Wealth Management first reported a position in PM in Q4 2017 and has held it in 25 quarters since. The position peaked at $397K in Q4 2017. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Parisi Gray Wealth Management held 1,565 shares of Philip Morris worth $283K as of Q2 2026.
Parisi Gray Wealth Management sold 20 Philip Morris shares in Q2 2026, an estimated $3.47K.
Philip Morris made up 0.06% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #122 holding.
Parisi Gray Wealth Management first reported a position in Philip Morris in Q4 2017 and has held it in 25 quarters since.
Parisi Gray Wealth Management's Philip Morris position peaked at $397K in Q4 2017.
508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.