Perryman Financial Advisory’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$914K Buy
5,050
+74
+1% +$12.8K 0.12% 100
2026
Q1
$823K Sell
4,976
-38
-0.8% -$6.6K 0.12% 99
2025
Q4
$804K Buy
+5,014
New +$777K 0.12% 102

Other funds holding PM

Perryman Financial Advisory's PM Position: Q2 2026 in Review

Perryman Financial Advisory increased its Philip Morris (PM) stake by 1.5% in Q2 2026, buying an estimated $12.8K and bringing the position to 5,050 shares worth $914K. The position accounts for 0.12% of the portfolio, ranked #100.

Perryman Financial Advisory first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Perryman Financial Advisory held 5,050 shares of Philip Morris worth $914K as of Q2 2026.
  • Perryman Financial Advisory bought 74 Philip Morris shares in Q2 2026, an estimated $12.8K.
  • Philip Morris made up 0.12% of Perryman Financial Advisory's portfolio in Q2 2026, its #100 holding.
  • Perryman Financial Advisory first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.