PEA
PM icon

Park Edge Advisors’s Philip Morris PM Stock Holding History

Park Edge Advisors’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 		$1.47M Buy
8,122
+6,260
+336% +$1.09M 0.31% 63
2026
Q1 		$308K Sell
1,862
-8,840
-83% -$1.54M 0.07% 116
2025
Q4 		$1.72M Buy
10,702
+1,087
+11% +$168K 0.39% 56
2025
Q3 		$1.56M Buy
9,615
+7,753
+416% +$1.3M 0.36% 57
2025
Q2 		$339K Sell
1,862
-2
-0.1% -$343 0.09% 112
2025
Q1 		$296K Buy
1,864
+2
+0.1% +$283 0.08% 116
2024
Q4 		$224K Hold
1,862
– – 0.07% 124
2024
Q3 		$226K Buy
+1,862
New +$216K 0.06% 130
2024
Q2 		– Sell
-2,516
Closed -$231K – 140
2024
Q1 		$231K Buy
2,516
+9
+0.4% +$830 0.06% 115
2023
Q4 		$236K Sell
2,507
-49
-2% -$4.51K 0.08% 103
2023
Q3 		$237K Buy
2,556
+58
+2% +$5.58K 0.09% 95
2023
Q2 		$244K Hold
2,498
– – 0.08% 91
2023
Q1 		$243K Hold
2,498
– – 0.09% 88
2022
Q4 		$253K Buy
+2,498
New +$236K 0.11% 82

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

Park Edge Advisors's PM Position: Q2 2026 in Review

Park Edge Advisors increased its Philip Morris (PM) stake by 336% in Q2 2026, buying an estimated $1.09M and bringing the position to 8,122 shares worth $1.47M. The position accounts for 0.31% of the portfolio, ranked #63.

Park Edge Advisors first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.72M in Q4 2025. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Park Edge Advisors held 8,122 shares of Philip Morris worth $1.47M as of Q2 2026.
  • Park Edge Advisors bought 6,260 Philip Morris shares in Q2 2026, an estimated $1.09M.
  • Philip Morris made up 0.31% of Park Edge Advisors's portfolio in Q2 2026, its #63 holding.
  • Park Edge Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
  • Park Edge Advisors's Philip Morris position peaked at $1.72M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.