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QTR Family Wealth’s Philip Morris PM Stock Holding History

QTR Family Wealth’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 		$837K Buy
4,625
+660
+17% +$114K 0.29% 74
2026
Q1 		$632K Sell
3,965
-171
-4% -$29.7K 0.26% 89
2025
Q4 		$756K Buy
4,136
+234
+6% +$36.3K 0.33% 68
2025
Q3 		$633K Sell
3,902
-359
-8% -$60.4K 0.3% 66
2025
Q2 		$776K Buy
4,261
+1,291
+43% +$222K 0.48% 47
2025
Q1 		$471K Buy
+2,970
New +$421K 0.36% 72

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

QTR Family Wealth's PM Position: Q2 2026 in Review

QTR Family Wealth increased its Philip Morris (PM) stake by 17% in Q2 2026, buying an estimated $114K and bringing the position to 4,625 shares worth $837K. The position accounts for 0.29% of the portfolio, ranked #74.

QTR Family Wealth first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • QTR Family Wealth held 4,625 shares of Philip Morris worth $837K as of Q2 2026.
  • QTR Family Wealth bought 660 Philip Morris shares in Q2 2026, an estimated $114K.
  • Philip Morris made up 0.29% of QTR Family Wealth's portfolio in Q2 2026, its #74 holding.
  • QTR Family Wealth first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.