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Petros Family Wealth’s Philip Morris PM Stock Holding History

Petros Family Wealth’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 		$405K Buy
+2,239
New +$388K 0.25% 83

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

Petros Family Wealth's PM Position: Q2 2026 in Review

Petros Family Wealth opened a new position in Philip Morris (PM) in Q2 2026: 2,239 shares worth $405K. The stake represents 0.25% of the portfolio and ranks #83 among its holdings.

1,041 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Petros Family Wealth held 2,239 shares of Philip Morris worth $405K as of Q2 2026.
  • Philip Morris was a new Petros Family Wealth position in Q2 2026.
  • Philip Morris made up 0.25% of Petros Family Wealth's portfolio in Q2 2026, its #83 holding.
  • 1,041 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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