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Sandy Cove Advisors’s Philip Morris PM Stock Holding History

Sandy Cove 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 		$250K Buy
1,382
+160
+13% +$27.7K 0.06% 137
2026
Q1 		$202K Buy
+1,222
New +$212K 0.06% 140
2022
Q2 		– Sell
-299
Closed -$28K – 304
2022
Q1 		$28K Buy
+299
New +$29.9K 0.02% 252

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sandy Cove Advisors's PM Position: Q2 2026 in Review

Sandy Cove Advisors increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $27.7K and bringing the position to 1,382 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #137.

Sandy Cove Advisors first reported a position in PM in Q1 2022 and has held it in 3 quarters since. 734 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sandy Cove Advisors held 1,382 shares of Philip Morris worth $250K as of Q2 2026.
  • Sandy Cove Advisors bought 160 Philip Morris shares in Q2 2026, an estimated $27.7K.
  • Philip Morris made up 0.06% of Sandy Cove Advisors's portfolio in Q2 2026, its #137 holding.
  • Sandy Cove Advisors first reported a position in Philip Morris in Q1 2022 and has held it in 3 quarters since.
  • 734 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.