San Luis Wealth Advisors’s Philip Morris PM Stock Holding History

San Luis 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	$1.23M	Sell	6,805 -648	-9%	-$112K	0.19%	79
2026 Q1	$1.23M	Sell	7,453 -257	-3%	-$44.7K	0.2%	71
2025 Q4	$1.24M	Buy	7,710 +1,639	+27%	+$254K	0.21%	67
2025 Q3	$985K	Buy	6,071 +947	+18%	+$159K	0.18%	75
2025 Q2	$933K	Sell	5,124 -152	-3%	-$26.1K	0.2%	62
2025 Q1	$838K	Sell	5,276 -1,779	-25%	-$252K	0.19%	58
2024 Q4	$849K	Buy	7,055 +876	+14%	+$111K	0.16%	67
2024 Q3	$750K	Buy	6,179 +2,985	+93%	+$347K	0.15%	65
2024 Q2	$324K	Buy	+3,194	New	+$312K	0.08%	94

Other funds holding PM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

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

San Luis Wealth Advisors's PM Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Philip Morris (PM) stake by 8.7% in Q2 2026, selling an estimated $112K and leaving 6,805 shares worth $1.23M. The position accounts for 0.19% of the portfolio, ranked #79.

San Luis Wealth Advisors first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q4 2025. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

San Luis Wealth Advisors held 6,805 shares of Philip Morris worth $1.23M as of Q2 2026.
San Luis Wealth Advisors sold 648 Philip Morris shares in Q2 2026, an estimated $112K.
Philip Morris made up 0.19% of San Luis Wealth Advisors's portfolio in Q2 2026, its #79 holding.
San Luis Wealth Advisors first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
San Luis Wealth Advisors's Philip Morris position peaked at $1.24M in Q4 2025.
508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.