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Resonant Capital Advisors’s Philip Morris PM Stock Holding History

Resonant Capital 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 		$1.55M Buy
8,520
+669
+9% +$116K 0.07% 151
2026
Q1 		$1.31M Buy
7,851
+493
+7% +$85.7K 0.07% 159
2025
Q4 		$1.19M Sell
7,358
-339
-4% -$52.5K 0.07% 156
2025
Q3 		$1.25M Buy
7,697
+424
+6% +$71.3K 0.07% 151
2025
Q2 		$1.33M Buy
7,273
+1,549
+27% +$266K 0.09% 141
2025
Q1 		$916K Buy
5,724
+707
+14% +$100K 0.06% 155
2024
Q4 		$611K Buy
5,017
+162
+3% +$20.4K 0.04% 189
2024
Q3 		$596K Buy
4,855
+237
+5% +$27.5K 0.04% 198
2024
Q2 		$474K Buy
4,618
+246
+6% +$24.1K 0.04% 210
2024
Q1 		$406K Buy
4,372
+718
+20% +$66.2K 0.03% 219
2023
Q4 		$348K Sell
3,654
-131
-3% -$12.1K 0.03% 213
2023
Q3 		$355K Buy
3,785
+608
+19% +$58.5K 0.04% 194
2023
Q2 		$314K Buy
3,177
+127
+4% +$12.1K 0.03% 205
2023
Q1 		$300K Sell
3,050
-302
-9% -$30.1K 0.03% 199
2022
Q4 		$344K Buy
3,352
+757
+29% +$71.4K 0.04% 193
2022
Q3 		$219K Buy
2,595
+231
+10% +$22K 0.03% 210
2022
Q2 		$236K Buy
+2,364
New +$241K 0.04% 214

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

Resonant Capital Advisors's PM Position: Q2 2026 in Review

Resonant Capital Advisors increased its Philip Morris (PM) stake by 8.5% in Q2 2026, buying an estimated $116K and bringing the position to 8,520 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #151.

Resonant Capital Advisors first reported a position in PM in Q2 2022 and has held it in 17 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Resonant Capital Advisors held 8,520 shares of Philip Morris worth $1.55M as of Q2 2026.
  • Resonant Capital Advisors bought 669 Philip Morris shares in Q2 2026, an estimated $116K.
  • Philip Morris made up 0.07% of Resonant Capital Advisors's portfolio in Q2 2026, its #151 holding.
  • Resonant Capital Advisors first reported a position in Philip Morris in Q2 2022 and has held it in 17 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.