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Summit Global Investments’s Philip Morris PM Stock Holding History

Summit Global Investments’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 		$951K Sell
5,258
-2,816
-35% -$488K 0.05% 216
2026
Q1 		$1.33M Buy
8,074
+897
+12% +$156K 0.08% 132
2025
Q4 		$1.15M Sell
7,177
-3,966
-36% -$614K 0.07% 172
2025
Q3 		$1.81M Sell
11,143
-1,657
-13% -$279K 0.11% 114
2025
Q2 		$2.33M Buy
+12,800
New +$2.2M 0.14% 101

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Summit Global Investments's PM Position: Q2 2026 in Review

Summit Global Investments reduced its Philip Morris (PM) stake by 35% in Q2 2026, selling an estimated $488K and leaving 5,258 shares worth $951K. The position accounts for 0.05% of the portfolio, ranked #216.

Summit Global Investments first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.33M in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Summit Global Investments held 5,258 shares of Philip Morris worth $951K as of Q2 2026.
  • Summit Global Investments sold 2,816 Philip Morris shares in Q2 2026, an estimated $488K.
  • Philip Morris made up 0.05% of Summit Global Investments's portfolio in Q2 2026, its #216 holding.
  • Summit Global Investments first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • Summit Global Investments's Philip Morris position peaked at $2.33M in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.