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Silvia McColl Wealth Management’s Philip Morris PM Stock Holding History

Silvia McColl Wealth Management’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 		$237K Hold
1,310
– – 0.14% 110
2026
Q1 		$217K Hold
1,310
– – 0.14% 111
2025
Q4 		$210K Hold
1,310
– – 0.14% 113
2025
Q3 		$212K Hold
1,310
– – 0.14% 113
2025
Q2 		$239K Hold
1,310
– – 0.17% 100
2025
Q1 		$208K Buy
+1,310
New +$186K 0.16% 104

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

Silvia McColl Wealth Management's PM Position: Q2 2026 in Review

Silvia McColl Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 1,310 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #110.

Silvia McColl Wealth Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $239K in Q2 2025. 666 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Silvia McColl Wealth Management held 1,310 shares of Philip Morris worth $237K as of Q2 2026.
  • Silvia McColl Wealth Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.14% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Silvia McColl Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Silvia McColl Wealth Management's Philip Morris position peaked at $239K in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.