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Prudent Man Investment Management’s Philip Morris PM Stock Holding History

Prudent Man Investment Management’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 		$28.9K Hold
180
– – 0.01% 69
2026
Q1 		$28.9K Hold
180
– – 0.01% 69
2025
Q4 		$28.9K Hold
180
– – 0.01% 69
2025
Q3 		$21.7K Hold
180
– – 0.01% 69
2025
Q2 		$21.7K Hold
180
– – 0.01% 69
2025
Q1 		$21.7K Hold
180
– – 0.01% 69
2024
Q4 		$21.7K Buy
+180
New +$22.7K 0.01% 69

Other funds holding PM

Massachusetts Financial Services
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Prudent Man Investment Management's PM Position: Q2 2026 in Review

Prudent Man Investment Management held its Philip Morris (PM) position steady in Q2 2026 at 180 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #69.

Prudent Man Investment Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 1,506 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Prudent Man Investment Management held 180 shares of Philip Morris worth $28.9K as of Q2 2026.
  • Prudent Man Investment Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #69 holding.
  • Prudent Man Investment Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.