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Simplify Asset Management’s Philip Morris PM Stock Holding History

Simplify Asset 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 		$269K Buy
1,489
+62
+4% +$10.8K ﹤0.01% 129
2026
Q1 		$236K Sell
1,427
-89
-6% -$15.5K ﹤0.01% 130
2025
Q4 		$243K Buy
1,516
+206
+16% +$31.9K ﹤0.01% 131
2025
Q3 		$212K Sell
1,310
-26,741
-95% -$4.5M ﹤0.01% 126
2025
Q2 		$5.11M Buy
28,051
+9,571
+52% +$1.64M 0.26% 25
2025
Q1 		$2.93M Buy
+18,480
New +$2.62M 0.11% 34

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

Simplify Asset Management's PM Position: Q2 2026 in Review

Simplify Asset Management increased its Philip Morris (PM) stake by 4.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 1,489 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Simplify Asset Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.11M in Q2 2025. 515 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Simplify Asset Management held 1,489 shares of Philip Morris worth $269K as of Q2 2026.
  • Simplify Asset Management bought 62 Philip Morris shares in Q2 2026, an estimated $10.8K.
  • Philip Morris made up ﹤0.01% of Simplify Asset Management's portfolio in Q2 2026, its #129 holding.
  • Simplify Asset Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Simplify Asset Management's Philip Morris position peaked at $5.11M in Q2 2025.
  • 515 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.