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Scarborough Advisors’s Philip Morris PM Stock Holding History

Scarborough 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 		– Sell
-346
Closed -$57.2K – 538
2026
Q1 		$57.2K Buy
+346
New +$60.1K 0.01% 228
2024
Q1 		– Sell
-260
Closed -$24.5K – 634
2023
Q4 		$24.5K Buy
+260
New +$24K 0.01% 256

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

Scarborough Advisors's PM Position: Q2 2026 in Review

Scarborough Advisors sold out of Philip Morris (PM) in Q2 2026, closing a stake of 346 shares — an estimated $57.2K sold.

Scarborough Advisors first reported a position in PM in Q4 2023 and held it in 2 quarters. The position peaked at $57.2K in Q1 2026. 741 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Scarborough Advisors reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 346 Philip Morris shares in Q2 2026, an estimated $57.2K.
  • Scarborough Advisors first reported a position in Philip Morris in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Philip Morris position peaked at $57.2K in Q1 2026.
  • 741 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.