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Peterson Wealth Services’s Philip Morris PM Stock Holding History

Peterson Wealth Services’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 		$8.01M Buy
44,271
+9,539
+27% +$1.65M 1.75% 14
2026
Q1 		$5.74M Buy
34,732
+1,375
+4% +$239K 1.42% 18
2025
Q4 		$5.35M Buy
33,357
+31,851
+2,115% +$4.93M 1.37% 18
2025
Q3 		$5.43M Sell
1,506
-31,727
-95% -$5.34M 1.34% 20
2025
Q2 		$6.05M Buy
33,233
+1,135
+4% +$195K 1.66% 16
2025
Q1 		$5.09M Buy
+32,098
New +$4.55M 1.58% 18

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Peterson Wealth Services's PM Position: Q2 2026 in Review

Peterson Wealth Services increased its Philip Morris (PM) stake by 27% in Q2 2026, buying an estimated $1.65M and bringing the position to 44,271 shares worth $8.01M. The position accounts for 1.75% of the portfolio, ranked #14.

Peterson Wealth Services first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Peterson Wealth Services held 44,271 shares of Philip Morris worth $8.01M as of Q2 2026.
  • Peterson Wealth Services bought 9,539 Philip Morris shares in Q2 2026, an estimated $1.65M.
  • Philip Morris made up 1.75% of Peterson Wealth Services's portfolio in Q2 2026, its #14 holding.
  • Peterson Wealth Services first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.