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Physicians Financial Services’s Philip Morris PM Stock Holding History

Physicians Financial 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 		$1.48M Hold
8,171
– – 0.37% 53
2026
Q1 		$1.35M Buy
8,171
+180
+2% +$31.3K 0.37% 51
2025
Q4 		$1.28M Sell
7,991
-39
-0.5% -$6.04K 0.34% 51
2025
Q3 		$1.3M Hold
8,030
– – 0.36% 49
2025
Q2 		$1.46M Sell
8,030
-15
-0.2% -$2.58K 0.44% 46
2025
Q1 		$1.28M Sell
8,045
-99
-1% -$14K 0.41% 48
2024
Q4 		$980K Buy
8,144
+49
+0.6% +$6.18K 0.3% 61
2024
Q3 		$983K Hold
8,095
– – 0.31% 59
2024
Q2 		$820K Buy
8,095
+2,210
+38% +$216K 0.27% 63
2024
Q1 		$539K Hold
5,885
– – 0.19% 80
2023
Q4 		$554K Hold
5,885
– – 0.21% 75
2023
Q3 		$545K Hold
5,885
– – 0.22% 73
2023
Q2 		$574K Hold
5,885
– – 0.23% 74
2023
Q1 		$572K Buy
5,885
+70
+1% +$6.98K 0.24% 71
2022
Q4 		$589K Sell
5,815
-143
-2% -$13.5K 0.27% 70
2022
Q3 		$495K Sell
5,958
-114
-2% -$10.9K 0.24% 74
2022
Q2 		$600K Buy
6,072
+348
+6% +$35.5K 0.27% 74
2022
Q1 		$538K Sell
5,724
-49
-0.8% -$4.9K 0.21% 79
2021
Q4 		$548K Buy
5,773
+88
+2% +$8.22K 0.2% 81
2021
Q3 		$539K Buy
5,685
+150
+3% +$15.1K 0.22% 79
2021
Q2 		$549K Sell
5,535
-1,334
-19% -$128K 0.23% 77
2021
Q1 		$610K Buy
6,869
+636
+10% +$54K 0.26% 71
2020
Q4 		$516K Sell
6,233
-626
-9% -$48.7K 0.25% 72
2020
Q3 		$514K Buy
6,859
+1
+0% +$77 0.26% 72
2020
Q2 		$480K Sell
6,858
-73
-1% -$5.32K 0.27% 71
2020
Q1 		$506K Sell
6,931
-298
-4% -$24.5K 0.35% 66
2019
Q4 		$615K Buy
7,229
+2
+0% +$165 0.33% 72
2019
Q3 		$549K Buy
7,227
+2
+0% +$158 0.31% 72
2019
Q2 		$567K Sell
7,225
-332
-4% -$27.4K 0.33% 71
2019
Q1 		$668K Buy
7,557
+289
+4% +$23.3K 0.42% 67
2018
Q4 		$485K Sell
7,268
-118
-2% -$9.86K 0.35% 69
2018
Q3 		$603K Sell
7,386
-240
-3% -$19.7K 0.41% 63
2018
Q2 		$616K Sell
7,626
-1
-0% -$85 0.46% 63
2018
Q1 		$761K Buy
7,627
+275
+4% +$28.6K 0.6% 53
2017
Q4 		$777K Sell
7,352
-75
-1% -$7.99K 0.59% 56
2017
Q3 		$824K Hold
7,427
– – 0.67% 47
2017
Q2 		$872K Sell
7,427
-1,004
-12% -$116K 0.74% 44
2017
Q1 		$952K Buy
8,431
+21
+0.2% +$2.17K 0.82% 40
2016
Q4 		$819K Sell
8,410
-102
-1% -$9.45K 0.67% 48
2016
Q3 		$827K Buy
8,512
+751
+10% +$75.2K 0.69% 46
2016
Q2 		$789K Buy
7,761
+5,081
+190% +$507K 0.69% 49
2016
Q1 		$754K Sell
2,680
-4,999
-65% -$458K 0.68% 46
2015
Q4 		$675K Buy
+7,679
New +$667K 0.62% 50

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

Physicians Financial Services's PM Position: Q2 2026 in Review

Physicians Financial Services held its Philip Morris (PM) position steady in Q2 2026 at 8,171 shares worth $1.48M. The position accounts for 0.37% of the portfolio, ranked #53.

Physicians Financial Services first reported a position in PM in Q4 2015 and has held it in 43 quarters since. 1,040 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Physicians Financial Services held 8,171 shares of Philip Morris worth $1.48M as of Q2 2026.
  • Physicians Financial Services left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.37% of Physicians Financial Services's portfolio in Q2 2026, its #53 holding.
  • Physicians Financial Services first reported a position in Philip Morris in Q4 2015 and has held it in 43 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.