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Prospera Financial Services’s Philip Morris PM Stock Holding History

Prospera 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 		$6.61M Sell
36,505
-1,275
-3% -$221K 0.1% 226
2026
Q1 		$6.24M Sell
37,780
-504
-1% -$87.6K 0.1% 223
2025
Q4 		$6.14M Buy
38,284
+1,926
+5% +$298K 0.1% 209
2025
Q3 		$5.9M Buy
36,358
+10,578
+41% +$1.78M 0.1% 220
2025
Q2 		$4.7M Buy
25,780
+7,014
+37% +$1.2M 0.09% 236
2025
Q1 		$2.98M Buy
18,766
+845
+5% +$120K 0.07% 295
2024
Q4 		$2.17M Buy
17,921
+1,272
+8% +$160K 0.05% 350
2024
Q3 		$2.02M Buy
16,649
+2,210
+15% +$257K 0.05% 331
2024
Q2 		$1.46M Sell
14,439
-273
-2% -$26.7K 0.04% 404
2024
Q1 		$1.35M Buy
14,712
+223
+2% +$20.6K 0.04% 424
2023
Q4 		$1.36M Sell
14,489
-2,180
-13% -$201K 0.05% 389
2023
Q3 		$1.54M Buy
16,669
+355
+2% +$34.2K 0.06% 320
2023
Q2 		$1.59M Buy
16,314
+3,016
+23% +$288K 0.06% 305
2023
Q1 		$1.29M Buy
13,298
+386
+3% +$38.5K 0.05% 348
2022
Q4 		$1.31M Buy
12,912
+987
+8% +$93.1K 0.07% 296
2022
Q3 		$991K Buy
11,925
+75
+0.6% +$7.15K 0.05% 367
2022
Q2 		$1.17M Buy
11,850
+1,714
+17% +$175K 0.06% 333
2022
Q1 		$953K Buy
10,136
+72
+0.7% +$7.2K 0.04% 437
2021
Q4 		$957K Buy
10,064
+365
+4% +$34.1K 0.04% 427
2021
Q3 		$920K Buy
9,699
+892
+10% +$89.7K 0.05% 396
2021
Q2 		$873K Buy
8,807
+617
+8% +$59.2K 0.04% 404
2021
Q1 		$727K Sell
8,190
-579
-7% -$49.2K 0.04% 409
2020
Q4 		$726K Buy
8,769
+5,870
+202% +$457K 0.05% 347
2020
Q3 		$217K Sell
2,899
-4,115
-59% -$317K 0.08% 216
2020
Q2 		$491K Sell
7,014
-282
-4% -$20.6K 0.04% 356
2020
Q1 		$532K Sell
7,296
-1,662
-19% -$137K 0.06% 291
2019
Q4 		$762K Buy
8,958
+923
+11% +$76.1K 0.06% 299
2019
Q3 		$610K Sell
8,035
-1
-0% -$79 0.06% 259
2019
Q2 		$634K Buy
8,036
+1,340
+20% +$111K 0.07% 240
2019
Q1 		$571K Buy
6,696
+1,593
+31% +$128K 0.19% 148
2018
Q4 		$343K Buy
5,103
+463
+10% +$38.7K 0.07% 261
2018
Q3 		$378K Sell
4,640
-1,092
-19% -$89.6K 0.07% 265
2018
Q2 		$466K Sell
5,732
-77
-1% -$6.54K 0.06% 246
2018
Q1 		$581K Sell
5,809
-259
-4% -$27K 0.08% 210
2017
Q4 		$636K Sell
6,068
-711
-10% -$75.8K 0.1% 178
2017
Q3 		$754K Sell
6,779
-446
-6% -$51.9K 0.11% 165
2017
Q2 		$853K Sell
7,225
-87
-1% -$10.1K 0.14% 148
2017
Q1 		$827K Sell
7,312
-318
-4% -$32.8K 0.15% 124
2016
Q4 		$697K Sell
7,630
-502
-6% -$46.5K 0.14% 135
2016
Q3 		$791K Buy
8,132
+2,329
+40% +$233K 0.16% 120
2016
Q2 		$590K Buy
5,803
+732
+14% +$73K 0.12% 144
2016
Q1 		$498K Sell
5,071
-1,464
-22% -$134K 0.11% 143
2015
Q4 		$574K Sell
6,535
-1,689
-21% -$147K 0.13% 116
2015
Q3 		$652K Buy
8,224
+390
+5% +$32.1K 0.16% 90
2015
Q2 		$628K Buy
7,834
+2,770
+55% +$228K 0.15% 107
2015
Q1 		$381K Sell
5,064
-3
-0.1% -$243 0.08% 172
2014
Q4 		$413K Buy
5,067
+299
+6% +$25.7K 0.1% 157
2014
Q3 		$398K Buy
4,768
+5
+0.1% +$423 0.11% 152
2014
Q2 		$402K Buy
4,763
+153
+3% +$13.2K 0.11% 147
2014
Q1 		$377K Buy
4,610
+1,518
+49% +$123K 0.12% 131
2013
Q4 		$269K Sell
3,092
-1,555
-33% -$136K 0.09% 182
2013
Q3 		$406K Buy
4,647
+197
+4% +$17.2K 0.15% 124
2013
Q2 		$389K Buy
+4,450
New +$414K 0.18% 124

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Prospera Financial Services reduced its Philip Morris (PM) stake by 3.4% in Q2 2026, selling an estimated $221K and leaving 36,505 shares worth $6.61M. The position accounts for 0.1% of the portfolio, ranked #226.

Prospera Financial Services first reported a position in PM in Q2 2013 and has held it in 53 quarters since. 741 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Prospera Financial Services held 36,505 shares of Philip Morris worth $6.61M as of Q2 2026.
  • Prospera Financial Services sold 1,275 Philip Morris shares in Q2 2026, an estimated $221K.
  • Philip Morris made up 0.1% of Prospera Financial Services's portfolio in Q2 2026, its #226 holding.
  • Prospera Financial Services first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • 741 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.