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Traveka Wealth’s Philip Morris PM Stock Holding History

Traveka 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 		$324K Sell
1,793
-12
-0.7% -$2.08K 0.11% 128
2026
Q1 		$299K Buy
1,805
+33
+2% +$5.73K 0.11% 127
2025
Q4 		$284K Sell
1,772
-368
-17% -$57K 0.12% 136
2025
Q3 		$347K Buy
2,140
+5
+0.2% +$841 0.16% 103
2025
Q2 		$389K Buy
2,135
+34
+2% +$5.84K 0.21% 80
2025
Q1 		$333K Buy
2,101
+319
+18% +$45.2K 0.19% 91
2024
Q4 		$214K Buy
+1,782
New +$225K 0.12% 124

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

Traveka Wealth's PM Position: Q2 2026 in Review

Traveka Wealth reduced its Philip Morris (PM) stake by 0.66% in Q2 2026, selling an estimated $2.08K and leaving 1,793 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #128.

Traveka Wealth first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $389K in Q2 2025. 1,491 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Traveka Wealth held 1,793 shares of Philip Morris worth $324K as of Q2 2026.
  • Traveka Wealth sold 12 Philip Morris shares in Q2 2026, an estimated $2.08K.
  • Philip Morris made up 0.11% of Traveka Wealth's portfolio in Q2 2026, its #128 holding.
  • Traveka Wealth first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Traveka Wealth's Philip Morris position peaked at $389K in Q2 2025.
  • 1,491 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.