Private Wealth Group’s Philip Morris PM Stock Holding History

Private Wealth Group’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	$345K	Hold	1,905	–	–	0.13%	56
2026 Q1	$315K	Hold	1,905	–	–	0.15%	51
2025 Q4	$306K	Buy	1,905 +55	+3%	+$8.52K	0.15%	52
2025 Q3	$300K	Hold	1,850	–	–	0.15%	50
2025 Q2	$337K	Hold	1,850	–	–	0.18%	54
2025 Q1	$294K	Hold	1,850	–	–	0.17%	51
2024 Q4	$223K	Hold	1,850	–	–	0.11%	63
2024 Q3	$225K	Buy	+1,850	New	+$215K	0.11%	60
2018 Q3	–	Sell	-2,960	Closed	-$239K	–	27
2018 Q2	$239K	Hold	2,960	–	–	0.23%	26
2018 Q1	$294K	Buy	2,960 +3	+0.1%	+$312	0.5%	17
2017 Q4	$312K	Buy	+2,957	New	+$315K	0.36%	20

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Private Wealth Group's PM Position: Q2 2026 in Review

Private Wealth Group held its Philip Morris (PM) position steady in Q2 2026 at 1,905 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #56.

Private Wealth Group first reported a position in PM in Q4 2017 and has held it in 11 quarters since. 1,241 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Private Wealth Group held 1,905 shares of Philip Morris worth $345K as of Q2 2026.
Private Wealth Group left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.13% of Private Wealth Group's portfolio in Q2 2026, its #56 holding.
Private Wealth Group first reported a position in Philip Morris in Q4 2017 and has held it in 11 quarters since.
1,241 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.