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Summit Financial Wealth Advisors’s Philip Morris PM Stock Holding History

Summit Financial Wealth 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 		$2.01M Buy
11,102
+484
+5% +$83.9K 0.26% 57
2026
Q1 		$1.76M Sell
10,618
-155
-1% -$26.9K 0.25% 58
2025
Q4 		$1.73M Buy
10,773
+6,823
+173% +$1.06M 0.25% 57
2025
Q3 		$635K Sell
3,950
-92
-2% -$15.5K 0.1% 89
2025
Q2 		$736K Buy
4,042
+13
+0.3% +$2.23K 0.13% 74
2025
Q1 		$640K Sell
4,029
-169
-4% -$23.9K 0.13% 81
2024
Q4 		$547K Buy
4,198
+18
+0.4% +$2.27K 0.11% 89
2024
Q3 		$507K Buy
4,180
+9
+0.2% +$1.05K 0.1% 88
2024
Q2 		$423K Buy
4,171
+11
+0.3% +$1.07K 0.09% 86
2024
Q1 		$381K Buy
4,160
+10
+0.2% +$922 0.08% 94
2023
Q4 		$390K Sell
4,150
-8
-0.2% -$737 0.09% 90
2023
Q3 		$380K Sell
4,158
-180
-4% -$17.3K 0.09% 86
2023
Q2 		$423K Buy
4,338
+9
+0.2% +$860 0.1% 83
2023
Q1 		$421K Buy
4,329
+9
+0.2% +$897 0.1% 86
2022
Q4 		$437K Buy
4,320
+600
+16% +$56.6K 0.11% 86
2022
Q3 		$333K Sell
3,720
-576
-13% -$54.9K 0.1% 90
2022
Q2 		$412K Buy
4,296
+161
+4% +$16.4K 0.1% 89
2022
Q1 		$388K Hold
4,135
– – 0.08% 93
2021
Q4 		$398K Sell
4,135
-260
-6% -$24.3K 0.08% 95
2021
Q3 		$417K Hold
4,395
– – 0.09% 89
2021
Q2 		$436K Sell
4,395
-282
-6% -$27.1K 0.1% 87
2021
Q1 		$387K Sell
4,677
-922
-16% -$78.3K 0.1% 79
2020
Q4 		$420K Buy
5,599
+122
+2% +$9.5K 0.11% 71
2020
Q3 		$392K Sell
5,477
-122
-2% -$9.41K 0.1% 81
2020
Q2 		$405K Buy
5,599
+70
+1% +$5.1K 0.11% 86
2020
Q1 		$418K Sell
5,529
-373
-6% -$30.7K 0.13% 79
2019
Q4 		$500K Hold
5,902
– – 0.12% 91
2019
Q3 		$460K Sell
5,902
-38,162
-87% -$3.02M 0.11% 101
2019
Q2 		$3.46M Buy
44,064
+3,152
+8% +$260K 0.85% 33
2019
Q1 		$3.51M Buy
40,912
+5,417
+15% +$436K 0.93% 33
2018
Q4 		$2.37M Sell
35,495
-12,386
-26% -$1.03M 0.77% 39
2018
Q3 		$4M Buy
47,881
+6,433
+16% +$528K 1.19% 23
2018
Q2 		$4.12M Sell
41,448
-400
-1% -$33.9K 1.38% 20
2018
Q1 		$4.16M Buy
41,848
+2,609
+7% +$272K 1.37% 19
2017
Q4 		$4.15M Buy
39,239
+2,427
+7% +$259K 1.42% 17
2017
Q3 		$4.09M Sell
36,812
-119
-0.3% -$13.8K 1.49% 13
2017
Q2 		$4.34M Buy
36,931
+2,251
+6% +$261K 1.72% 11
2017
Q1 		$3.92M Buy
34,680
+6,799
+24% +$701K 1.71% 13
2016
Q4 		$2.55M Sell
27,881
-3,076
-10% -$285K 1.12% 31
2016
Q3 		$3.01M Buy
30,957
+2,016
+7% +$202K 1.3% 25
2016
Q2 		$2.94M Sell
28,941
-360
-1% -$35.9K 1.23% 29
2016
Q1 		$2.88M Buy
29,301
+10
+0% +$917 1.26% 27
2015
Q4 		$2.58M Buy
29,291
+3,156
+12% +$274K 1.18% 29
2015
Q3 		$2.07M Buy
26,135
+8,185
+46% +$674K 1.34% 24
2015
Q2 		$1.44M Hold
17,950
– – 0.89% 35
2015
Q1 		$1.52M Buy
17,950
+3,660
+26% +$297K 1.03% 30
2014
Q4 		$1.16M Buy
+14,290
New +$1.23M 0.81% 29

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

Summit Financial Wealth Advisors's PM Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Philip Morris (PM) stake by 4.6% in Q2 2026, buying an estimated $83.9K and bringing the position to 11,102 shares worth $2.01M. The position accounts for 0.26% of the portfolio, ranked #57.

Summit Financial Wealth Advisors first reported a position in PM in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.34M in Q2 2017. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Summit Financial Wealth Advisors held 11,102 shares of Philip Morris worth $2.01M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 484 Philip Morris shares in Q2 2026, an estimated $83.9K.
  • Philip Morris made up 0.26% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Summit Financial Wealth Advisors first reported a position in Philip Morris in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Wealth Advisors's Philip Morris position peaked at $4.34M in Q2 2017.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.