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Sulzberger Capital Advisors’s Philip Morris PM Stock Holding History

Sulzberger Capital Advisors’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 		$217K Buy
+1,200
New +$208K 0.21% 52
2026
Q1 		– Sell
-1,317
Closed -$211K – 52
2025
Q4 		$211K Sell
1,317
-21
-2% -$3.25K 0.21% 51
2025
Q3 		$217K Buy
+1,338
New +$225K 0.24% 50

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

Sulzberger Capital Advisors's PM Position: Q2 2026 in Review

Sulzberger Capital Advisors opened a new position in Philip Morris (PM) in Q2 2026: 1,200 shares worth $217K. The stake represents 0.21% of the portfolio and ranks #52 among its holdings. This is a return to the name: Sulzberger Capital Advisors previously reported a position in PM as recently as Q4 2025.

Sulzberger Capital Advisors first reported a position in PM in Q3 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sulzberger Capital Advisors held 1,200 shares of Philip Morris worth $217K as of Q2 2026.
  • Philip Morris was a new Sulzberger Capital Advisors position in Q2 2026.
  • Philip Morris made up 0.21% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #52 holding.
  • Sulzberger Capital Advisors first reported a position in Philip Morris in Q3 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.