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SVB Wealth’s Philip Morris PM Stock Holding History

SVB 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
2026
Q2 		$1.28M Sell
7,067
-674
-9% -$117K 0.08% 168
2026
Q1 		$1.28M Sell
7,741
-717
-8% -$125K 0.08% 169
2025
Q4 		$1.36M Buy
8,458
+181
+2% +$28K 0.08% 182
2025
Q3 		$1.34M Buy
8,277
+521
+7% +$87.7K 0.07% 192
2025
Q2 		$1.41M Buy
+7,756
New +$1.33M 0.08% 191
2025
Q1 		– Sell
-10,032
Closed -$1.21M – 1718
2024
Q4 		$1.21M Buy
+10,032
New +$1.27M 0.02% 283
2024
Q3 		– Sell
-9,187
Closed -$931K – 445
2024
Q2 		$931K Sell
9,187
-3,108
-25% -$304K 0.02% 336
2024
Q1 		$1.13M Sell
12,295
-1,010
-8% -$93.1K 0.03% 322
2023
Q4 		$1.25M Buy
13,305
+3,429
+35% +$316K 0.03% 304
2023
Q3 		$914K Sell
9,876
-2,675
-21% -$257K 0.02% 331
2023
Q2 		$1.23M Sell
12,551
-3,275
-21% -$313K 0.02% 310
2023
Q1 		$1.54M Sell
15,826
-375
-2% -$37.4K 0.02% 316
2022
Q4 		$1.64M Sell
16,201
-2,532
-14% -$239K 0.02% 305
2022
Q3 		$1.55M Buy
18,733
+4,307
+30% +$411K 0.02% 287
2022
Q2 		$1.42M Buy
14,426
+834
+6% +$85K 0.02% 260
2022
Q1 		$1.28M Buy
13,592
+448
+3% +$44.8K 0.02% 284
2021
Q4 		$1.25M Sell
13,144
-5,524
-30% -$516K 0.02% 279
2021
Q3 		$1.77M Sell
18,668
-2,123
-10% -$214K 0.02% 273
2021
Q2 		$2.06M Sell
20,791
-472
-2% -$45.3K 0.03% 252
2021
Q1 		$1.89M Sell
21,263
-1,197
-5% -$102K 0.03% 249
2020
Q4 		$1.86M Buy
22,460
+295
+1% +$23K 0.03% 246
2020
Q3 		$1.66M Buy
22,165
+2,917
+15% +$225K 0.03% 234
2020
Q2 		$1.35M Buy
19,248
+2,526
+15% +$184K 0.03% 237
2020
Q1 		$1.22M Sell
16,722
-1,373
-8% -$113K 0.03% 217
2019
Q4 		$1.54M Sell
18,095
-5,306
-23% -$437K 0.03% 245
2019
Q3 		$1.78M Sell
23,401
-851
-4% -$67.4K 0.04% 217
2019
Q2 		$1.91M Buy
24,252
+56
+0.2% +$4.63K 0.06% 212
2019
Q1 		$2.14M Sell
24,196
-2,459
-9% -$198K 0.08% 153
2018
Q4 		$1.78M Sell
26,655
-4,193
-14% -$350K 0.08% 164
2018
Q3 		$2.52M Sell
30,848
-65
-0.2% -$5.34K 0.09% 155
2018
Q2 		$2.5M Sell
30,913
-7,998
-21% -$679K 0.1% 150
2018
Q1 		$3.87M Sell
38,911
-2,656
-6% -$277K 0.15% 119
2017
Q4 		$4.39M Sell
41,567
-2,956
-7% -$315K 0.17% 111
2017
Q3 		$4.94M Sell
44,523
-3,124
-7% -$364K 0.19% 105
2017
Q2 		$5.6M Sell
47,647
-11,245
-19% -$1.3M 0.22% 104
2017
Q1 		$6.65M Sell
58,892
-44,155
-43% -$4.56M 0.26% 100
2016
Q4 		$9.43M Sell
103,047
-992
-1% -$91.9K 0.39% 80
2016
Q3 		$10.1M Sell
104,039
-10,225
-9% -$1.02M 0.41% 80
2016
Q2 		$11.6M Sell
114,264
-5,525
-5% -$551K 0.47% 70
2016
Q1 		$11.8M Sell
119,789
-14,839
-11% -$1.36M 0.48% 69
2015
Q4 		$11.8M Buy
134,628
+49,259
+58% +$4.28M 0.47% 69
2015
Q3 		$6.77M Sell
85,369
-6,997
-8% -$576K 0.26% 97
2015
Q2 		$7.41M Sell
92,366
-8,592
-9% -$707K 0.25% 106
2015
Q1 		$7.61M Sell
100,958
-3,932
-4% -$319K 0.25% 110
2014
Q4 		$8.54M Buy
+104,890
New +$9.01M 0.28% 100

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

SVB Wealth's PM Position: Q2 2026 in Review

SVB Wealth reduced its Philip Morris (PM) stake by 8.7% in Q2 2026, selling an estimated $117K and leaving 7,067 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #168.

SVB Wealth first reported a position in PM in Q4 2014 and has held it in 45 quarters since. The position peaked at $11.8M in Q4 2015. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • SVB Wealth held 7,067 shares of Philip Morris worth $1.28M as of Q2 2026.
  • SVB Wealth sold 674 Philip Morris shares in Q2 2026, an estimated $117K.
  • Philip Morris made up 0.08% of SVB Wealth's portfolio in Q2 2026, its #168 holding.
  • SVB Wealth first reported a position in Philip Morris in Q4 2014 and has held it in 45 quarters since.
  • SVB Wealth's Philip Morris position peaked at $11.8M in Q4 2015.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.