Sharp Financial Services’s Philip Morris PM Stock Holding History

Sharp Financial Services’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	$607K	Sell	3,357 -1,049	-24%	-$182K	0.28%	57
2026 Q1	$729K	Hold	4,406	–	–	0.36%	35
2025 Q4	$707K	Buy	4,406 +1,400	+47%	+$217K	0.36%	39
2025 Q3	$488K	Buy	3,006 +700	+30%	+$118K	0.27%	53
2025 Q2	$420K	Buy	2,306 +422	+22%	+$72.5K	0.27%	47
2025 Q1	$299K	Buy	+1,884	New	+$267K	0.23%	65
2024 Q4	–	Sell	-1,790	Closed	-$217K	–	104
2024 Q3	$217K	Buy	+1,790	New	+$208K	0.17%	93

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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) Albany, New York $54.2B AUM 43.77% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Sharp Financial Services's PM Position: Q2 2026 in Review

Sharp Financial Services reduced its Philip Morris (PM) stake by 24% in Q2 2026, selling an estimated $182K and leaving 3,357 shares worth $607K. The position accounts for 0.28% of the portfolio, ranked #57.

Sharp Financial Services first reported a position in PM in Q3 2024 and has held it in 7 quarters since. The position peaked at $729K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Sharp Financial Services held 3,357 shares of Philip Morris worth $607K as of Q2 2026.
Sharp Financial Services sold 1,049 Philip Morris shares in Q2 2026, an estimated $182K.
Philip Morris made up 0.28% of Sharp Financial Services's portfolio in Q2 2026, its #57 holding.
Sharp Financial Services first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
Sharp Financial Services's Philip Morris position peaked at $729K in Q1 2026.
1,125 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.