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Spartan Planning & Wealth Management’s Philip Morris PM Stock Holding History

Spartan Planning & 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 		$652K Buy
3,602
+1,543
+75% +$268K 0.43% 42
2026
Q1 		$340K Buy
2,059
+376
+22% +$65.3K 0.25% 51
2025
Q4 		$270K Sell
1,683
-280
-14% -$43.4K 0.2% 71
2025
Q3 		$318K Sell
1,963
-1,339
-41% -$225K 0.25% 58
2025
Q2 		$601K Buy
3,302
+383
+13% +$65.8K 0.52% 35
2025
Q1 		$463K Sell
2,919
-463
-14% -$65.6K 0.45% 40
2024
Q4 		$407K Buy
+3,382
New +$427K 0.37% 45
2023
Q4 		$188 Hold
2
– – ﹤0.01% 185
2023
Q3 		$185 Buy
+2
New +$192 ﹤0.01% 151
2022
Q4 		$82.9K Buy
+819
New +$77.3K 0.1% 87
2022
Q3 		– Sell
-1,316
Closed -$130K – 111
2022
Q2 		$130K Buy
1,316
+842
+178% +$85.8K 0.17% 41
2022
Q1 		$45K Buy
+474
New +$47.4K 0.06% 90

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
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
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

Spartan Planning & Wealth Management's PM Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Philip Morris (PM) stake by 75% in Q2 2026, buying an estimated $268K and bringing the position to 3,602 shares worth $652K. The position accounts for 0.43% of the portfolio, ranked #42.

Spartan Planning & Wealth Management first reported a position in PM in Q1 2022 and has held it in 12 quarters since. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Spartan Planning & Wealth Management held 3,602 shares of Philip Morris worth $652K as of Q2 2026.
  • Spartan Planning & Wealth Management bought 1,543 Philip Morris shares in Q2 2026, an estimated $268K.
  • Philip Morris made up 0.43% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Spartan Planning & Wealth Management first reported a position in Philip Morris in Q1 2022 and has held it in 12 quarters since.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.