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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return