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Sax Wealth Advisors’s Philip Morris PM Stock Holding History

Sax 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 		$1.95M Buy
11,794
+2,102
+22% +$365K 0.08% 152
2026
Q1 		$1.55M Sell
9,692
-302
-3% -$52.5K 0.08% 140
2025
Q4 		$1.6M Buy
9,994
+396
+4% +$61.4K 0.08% 141
2025
Q3 		$1.56M Buy
9,598
+462
+5% +$77.7K 0.08% 127
2025
Q2 		$1.66M Buy
9,136
+278
+3% +$47.7K 0.1% 116
2025
Q1 		$1.41M Buy
8,858
+3,002
+51% +$425K 0.1% 111
2024
Q4 		$705K Sell
5,856
-115
-2% -$14.5K 0.06% 159
2024
Q3 		$725K Buy
5,971
+212
+4% +$24.6K 0.06% 121
2024
Q2 		$584K Buy
5,759
+27
+0.5% +$2.64K 0.06% 131
2024
Q1 		$525K Buy
5,732
+100
+2% +$9.22K 0.06% 110
2023
Q4 		$530K Sell
5,632
-830
-13% -$76.5K 0.09% 117
2023
Q3 		$598K Sell
6,462
-350
-5% -$33.7K 0.12% 97
2023
Q2 		$665K Hold
6,812
– – 0.13% 87
2023
Q1 		$662K Hold
6,812
– – 0.14% 85
2022
Q4 		$689K Hold
6,812
– – 0.16% 80
2022
Q3 		$565K Hold
6,812
– – 0.15% 88
2022
Q2 		$673K Hold
6,812
– – 0.17% 80
2022
Q1 		$640K Sell
6,812
-560
-8% -$56K 0.15% 87
2021
Q4 		$700K Buy
7,372
+4,096
+125% +$383K 0.15% 90
2021
Q3 		$311K Hold
3,276
– – 0.07% 129
2021
Q2 		$325K Hold
3,276
– – 0.11% 118
2021
Q1 		$291K Buy
3,276
+80
+3% +$6.79K 0.11% 114
2020
Q4 		$265K Buy
+3,196
New +$249K 0.12% 106

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

Sax Wealth Advisors's PM Position: Q2 2026 in Review

Sax Wealth Advisors increased its Philip Morris (PM) stake by 22% in Q2 2026, buying an estimated $365K and bringing the position to 11,794 shares worth $1.95M. The position accounts for 0.08% of the portfolio, ranked #152.

Sax Wealth Advisors first reported a position in PM in Q4 2020 and has held it in 23 quarters since. 708 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sax Wealth Advisors held 11,794 shares of Philip Morris worth $1.95M as of Q2 2026.
  • Sax Wealth Advisors bought 2,102 Philip Morris shares in Q2 2026, an estimated $365K.
  • Philip Morris made up 0.08% of Sax Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Sax Wealth Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • 708 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.