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Regent Peak Wealth Advisors’s Philip Morris PM Stock Holding History

Regent Peak 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 		$488K Buy
2,697
+132
+5% +$22.9K 0.09% 99
2026
Q1 		$424K Buy
2,565
+214
+9% +$37.2K 0.09% 105
2025
Q4 		$377K Sell
2,351
-125
-5% -$19.4K 0.07% 116
2025
Q3 		$402K Buy
+2,476
New +$417K 0.08% 106
2025
Q1 		$374K Buy
2,357
+55
+2% +$7.79K 0.09% 100
2024
Q4 		$277K Buy
2,302
+93
+4% +$11.7K 0.06% 131
2024
Q3 		$268K Buy
2,209
+96
+5% +$11.2K 0.06% 132
2024
Q2 		$214K Buy
+2,113
New +$207K 0.05% 153
2024
Q1 		– Sell
-2,246
Closed -$211K – 177
2023
Q4 		$211K Buy
+2,246
New +$207K 0.06% 153
2021
Q1 		– Sell
-1,005
Closed -$83K – 758
2020
Q4 		$83K Buy
+1,005
New +$78.2K 0.03% 240

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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Regent Peak Wealth Advisors's PM Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Philip Morris (PM) stake by 5.1% in Q2 2026, buying an estimated $22.9K and bringing the position to 2,697 shares worth $488K. The position accounts for 0.09% of the portfolio, ranked #99.

Regent Peak Wealth Advisors first reported a position in PM in Q4 2020 and has held it in 10 quarters since. 585 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,697 shares of Philip Morris worth $488K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 132 Philip Morris shares in Q2 2026, an estimated $22.9K.
  • Philip Morris made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Regent Peak Wealth Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 10 quarters since.
  • 585 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.