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Prevail Innovative Wealth Advisors’s Philip Morris PM Stock Holding History

Prevail Innovative 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 		$203K Buy
+1,124
New +$195K 0.03% 192
2024
Q2 		– Sell
-23,847
Closed -$2.18M – 179
2024
Q1 		$2.18M Buy
23,847
+4,944
+26% +$456K 0.81% 51
2023
Q4 		$1.78M Buy
18,903
+10,758
+132% +$991K 0.85% 47
2023
Q3 		$754K Buy
+8,145
New +$784K 0.39% 69

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

Prevail Innovative Wealth Advisors's PM Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Philip Morris (PM) in Q2 2026: 1,124 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #192 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in PM as recently as Q1 2024.

Prevail Innovative Wealth Advisors first reported a position in PM in Q3 2023 and has held it in 4 quarters since. The position peaked at $2.18M in Q1 2024. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 1,124 shares of Philip Morris worth $203K as of Q2 2026.
  • Philip Morris was a new Prevail Innovative Wealth Advisors position in Q2 2026.
  • Philip Morris made up 0.03% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Philip Morris in Q3 2023 and has held it in 4 quarters since.
  • Prevail Innovative Wealth Advisors's Philip Morris position peaked at $2.18M in Q1 2024.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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