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Physician Wealth Advisors’s Philip Morris PM Stock Holding History

Physician Wealth Advisors’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 		$101K Buy
557
+80
+17% +$13.9K 0.01% 312
2026
Q1 		$78.9K Buy
477
+100
+27% +$17.4K 0.01% 318
2025
Q4 		$60.5K Buy
377
+238
+171% +$36.9K 0.01% 348
2025
Q3 		$22.5K Buy
139
+11
+9% +$1.85K ﹤0.01% 547
2025
Q2 		$23.3K Buy
128
+65
+103% +$11.2K ﹤0.01% 482
2025
Q1 		$10K Buy
63
+25
+66% +$3.54K ﹤0.01% 611
2024
Q4 		$4.57K Buy
+38
New +$4.79K ﹤0.01% 751

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
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

Physician Wealth Advisors's PM Position: Q2 2026 in Review

Physician Wealth Advisors increased its Philip Morris (PM) stake by 17% in Q2 2026, buying an estimated $13.9K and bringing the position to 557 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #312.

Physician Wealth Advisors first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 585 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Physician Wealth Advisors held 557 shares of Philip Morris worth $101K as of Q2 2026.
  • Physician Wealth Advisors bought 80 Philip Morris shares in Q2 2026, an estimated $13.9K.
  • Philip Morris made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #312 holding.
  • Physician Wealth Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 585 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.