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SteelPeak Wealth’s Philip Morris PM Stock Holding History

SteelPeak Wealth’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
2023
Q4 		– Hold
0
– -$46.3K – 497
2023
Q3 		– Hold
0
– – – 422

Other funds holding PM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SteelPeak Wealth's PM Position: Q2 2026 in Review

SteelPeak Wealth increased its Philip Morris (PM) stake by 5.7% in Q2 2026, buying an estimated $123K and bringing the position to 13,033 shares worth $2.38M. The position accounts for 0.06% of the portfolio, ranked #211.

SteelPeak Wealth first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.5M in Q1 2025. 1,629 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • SteelPeak Wealth held 13,033 shares of Philip Morris worth $2.38M as of Q2 2026.
  • SteelPeak Wealth bought 708 Philip Morris shares in Q2 2026, an estimated $123K.
  • Philip Morris made up 0.06% of SteelPeak Wealth's portfolio in Q2 2026, its #211 holding.
  • SteelPeak Wealth first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Philip Morris position peaked at $10.5M in Q1 2025.
  • 1,629 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.