PWM
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Partners Wealth Management’s Philip Morris PM Stock Holding History

Partners 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 		$542K Hold
2,994
– – 0.53% 52
2026
Q1 		$495K Sell
2,994
-32
-1% -$5.56K 0.51% 53
2025
Q4 		$485K Hold
3,026
– – 0.51% 52
2025
Q3 		$491K Sell
3,026
-18
-0.6% -$3.03K 0.48% 55
2025
Q2 		$481K Hold
3,044
– – 0.55% 51
2025
Q1 		$483K Sell
3,044
-185
-6% -$26.2K 0.55% 51
2024
Q4 		$389K Buy
+3,229
New +$407K 0.44% 62

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
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
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

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

Partners Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 2,994 shares worth $542K. The position accounts for 0.53% of the portfolio, ranked #52.

Partners Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Partners Wealth Management held 2,994 shares of Philip Morris worth $542K as of Q2 2026.
  • Partners Wealth Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.53% of Partners Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Partners Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.