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

Partnership 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 		$258K Sell
1,426
-107
-7% -$18.6K 0.17% 60
2026
Q1 		$254K Buy
1,533
+113
+8% +$19.6K 0.19% 60
2025
Q4 		$228K Buy
1,420
+3
+0.2% +$465 0.16% 66
2025
Q3 		$230K Buy
1,417
+2
+0.1% +$336 0.18% 66
2025
Q2 		$258K Buy
1,415
+3
+0.2% +$515 0.21% 64
2025
Q1 		$224K Buy
+1,412
New +$200K 0.19% 68
2024
Q4 		– Sell
-1,405
Closed -$171K – 150
2024
Q3 		$171K Buy
1,405
+4
+0.3% +$465 0.12% 76
2024
Q2 		$142K Buy
1,401
+4
+0.3% +$391 0.1% 108
2024
Q1 		$128K Hold
1,397
– – 0.09% 115
2023
Q4 		$127K Buy
+1,397
New +$129K 0.1% 112

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Partnership Wealth Management reduced its Philip Morris (PM) stake by 7% in Q2 2026, selling an estimated $18.6K and leaving 1,426 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #60.

Partnership Wealth Management first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 470 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Partnership Wealth Management held 1,426 shares of Philip Morris worth $258K as of Q2 2026.
  • Partnership Wealth Management sold 107 Philip Morris shares in Q2 2026, an estimated $18.6K.
  • Philip Morris made up 0.17% of Partnership Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Partnership Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • 470 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.