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Team Financial Group’s Philip Morris PM Stock Holding History

Team Financial Group’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 		– Sell
-74
Closed -$12.2K – 197
2026
Q1 		$12.2K Buy
74
+1
+1% +$174 0.01% 189
2025
Q4 		$11.8K Hold
73
– – 0.01% 180
2025
Q3 		$11.8K Buy
73
+1
+1% +$168 0.01% 180
2025
Q2 		$13.1K Buy
+72
New +$12.4K 0.01% 158
2024
Q1 		– Sell
-67
Closed -$6.32K – 161
2023
Q4 		$6.32K Buy
67
+1
+2% +$92 ﹤0.01% 128
2023
Q3 		$6.22K Buy
+66
New +$6.35K 0.01% 129

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
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
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

Team Financial Group's PM Position: Q2 2026 in Review

Team Financial Group sold out of Philip Morris (PM) in Q2 2026, closing a stake of 74 shares — an estimated $12.2K sold.

Team Financial Group first reported a position in PM in Q3 2023 and held it in 6 quarters. The position peaked at $13.1K in Q2 2025. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Team Financial Group reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 74 Philip Morris shares in Q2 2026, an estimated $12.2K.
  • Team Financial Group first reported a position in Philip Morris in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Philip Morris position peaked at $13.1K in Q2 2025.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.