J. M. Brown & Associates Inc.’s Philip Morris PM Stock Holding History

J. M. Brown & Associates Inc.’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	$1.18M	Buy	+6,534	New	+$1.13M	0.68%	37

Other funds holding PM

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

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

J. M. Brown & Associates Inc.'s PM Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Philip Morris (PM) in Q2 2026: 6,534 shares worth $1.18M. The stake represents 0.68% of the portfolio and ranks #37 among its holdings.

947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

J. M. Brown & Associates Inc. held 6,534 shares of Philip Morris worth $1.18M as of Q2 2026.
Philip Morris was a new J. M. Brown & Associates Inc. position in Q2 2026.
Philip Morris made up 0.68% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #37 holding.
947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.