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Smallwood Wealth Investment Management’s Philip Morris PM Stock Holding History

Smallwood Wealth Investment 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 		$2.86M Sell
15,815
-89
-0.6% -$15.4K 1.25% 16
2026
Q1 		$2.63M Sell
15,904
-2
-0% -$348 1.39% 16
2025
Q4 		$2.55M Sell
15,906
-54
-0.3% -$8.37K 1.34% 15
2025
Q3 		$2.59M Sell
15,960
-13
-0.1% -$2.19K 1.32% 16
2025
Q2 		$2.91M Buy
15,973
+6
+0% +$1.03K 1.66% 12
2025
Q1 		$2.53M Buy
15,967
+8
+0.1% +$1.13K 1.6% 14
2024
Q4 		$1.92M Buy
15,959
+7
+0% +$883 1.31% 17
2024
Q3 		$1.94M Buy
15,952
+8
+0.1% +$930 1.38% 14
2024
Q2 		$1.62M Sell
15,944
-1,551
-9% -$152K 1.25% 16
2024
Q1 		$1.6M Buy
17,495
+108
+0.6% +$9.96K 1.24% 17
2023
Q4 		$1.64M Buy
17,387
+7
+0% +$645 1.35% 15
2023
Q3 		$1.61M Buy
17,380
+24
+0.1% +$2.31K 1.46% 17
2023
Q2 		$1.69M Sell
17,356
-37
-0.2% -$3.54K 1.51% 16
2023
Q1 		$1.69M Sell
17,393
-1,018
-6% -$101K 1.6% 16
2022
Q4 		$1.86M Buy
18,411
+26
+0.1% +$2.45K 1.58% 17
2022
Q3 		$1.53M Buy
18,385
+53
+0.3% +$5.05K 1.37% 15
2022
Q2 		$1.81M Buy
18,332
+60
+0.3% +$6.12K 1.83% 11
2022
Q1 		$1.72M Hold
18,272
– – 1.62% 11
2021
Q4 		$1.74M Buy
+18,272
New +$1.71M 1.62% 11

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Smallwood Wealth Investment Management's PM Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Philip Morris (PM) stake by 0.56% in Q2 2026, selling an estimated $15.4K and leaving 15,815 shares worth $2.86M. The position accounts for 1.25% of the portfolio, ranked #16.

Smallwood Wealth Investment Management first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.91M in Q2 2025. 1,089 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Smallwood Wealth Investment Management held 15,815 shares of Philip Morris worth $2.86M as of Q2 2026.
  • Smallwood Wealth Investment Management sold 89 Philip Morris shares in Q2 2026, an estimated $15.4K.
  • Philip Morris made up 1.25% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #16 holding.
  • Smallwood Wealth Investment Management first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Philip Morris position peaked at $2.91M in Q2 2025.
  • 1,089 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.