Triangle Securities Wealth Management’s Philip Morris PM Stock Holding History

Triangle Securities Wealth Management’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	$884K	Sell	4,888 -242	-5%	-$42K	0.18%	116
2026 Q1	$848K	Sell	5,130 -27	-0.5%	-$4.69K	0.19%	113
2025 Q4	$827K	Sell	5,157 -768	-13%	-$119K	0.17%	121
2025 Q3	$961K	Buy	5,925 +566	+11%	+$95.2K	0.22%	111
2025 Q2	$976K	Sell	5,359 -2,013	-27%	-$346K	0.24%	109
2025 Q1	$1.17M	Sell	7,372 -25	-0.3%	-$3.54K	0.3%	87
2024 Q4	$890K	Sell	7,397 -111	-1%	-$14K	0.23%	111
2024 Q3	$911K	Sell	7,508 -1,416	-16%	-$165K	0.24%	114
2024 Q2	$904K	Sell	8,924 -165	-2%	-$16.1K	0.26%	110
2024 Q1	$833K	Hold	9,089	–	–	0.24%	114
2023 Q4	$855K	Sell	9,089 -37	-0.4%	-$3.41K	0.27%	105
2023 Q3	$845K	Sell	9,126 -53	-0.6%	-$5.1K	0.3%	93
2023 Q2	$896K	Sell	9,179 -155	-2%	-$14.8K	0.31%	94
2023 Q1	$908K	Hold	9,334	–	–	0.32%	94
2022 Q4	$945K	Sell	9,334 -45	-0.5%	-$4.25K	0.35%	84
2022 Q3	$779K	Sell	9,379 -95	-1%	-$9.06K	0.32%	91
2022 Q2	$935K	Sell	9,474 -586	-6%	-$59.7K	0.36%	83
2022 Q1	$945K	Buy	10,060 +1,755	+21%	+$176K	0.32%	93
2021 Q4	$789K	Buy	8,305 +55	+0.7%	+$5.14K	0.25%	108
2021 Q3	$782K	Sell	8,250 -42	-0.5%	-$4.22K	0.27%	106
2021 Q2	$822K	Buy	8,292 +42	+0.5%	+$4.03K	0.28%	103
2021 Q1	$732K	Hold	8,250	–	–	0.26%	107
2020 Q4	$683K	Sell	8,250 -680	-8%	-$52.9K	0.27%	107
2020 Q3	$670K	Sell	8,930 -625	-7%	-$48.2K	0.3%	103
2020 Q2	$669K	Sell	9,555 -1,873	-16%	-$137K	0.32%	92
2020 Q1	$834K	Sell	11,428 -648	-5%	-$53.3K	0.48%	68
2019 Q4	$1.03M	Sell	12,076 -278	-2%	-$22.9K	0.45%	66
2019 Q3	$938K	Sell	12,354 -544	-4%	-$43.1K	0.46%	67
2019 Q2	$1.03M	Sell	12,898 -161	-1%	-$13.3K	0.52%	62
2019 Q1	$1.15M	Sell	13,059 -1,154	-8%	-$92.9K	0.6%	56
2018 Q4	$949K	Sell	14,213 -1,097	-7%	-$91.6K	0.56%	61
2018 Q3	$1.25M	Sell	15,310 -390	-2%	-$32K	0.66%	51
2018 Q2	$1.27M	Sell	15,700 -400	-2%	-$33.9K	0.71%	47
2018 Q1	$1.6M	Sell	16,100 -903	-5%	-$94.1K	0.92%	36
2017 Q4	$1.8M	Sell	17,003 -188	-1%	-$20K	1.03%	31
2017 Q3	$1.91M	Sell	17,191 -410	-2%	-$47.7K	1.14%	32
2017 Q2	$2.07M	Sell	17,601 -1,795	-9%	-$208K	1.37%	29
2017 Q1	$2.19M	Buy	19,396 +202	+1%	+$20.8K	1.4%	22
2016 Q4	$1.76M	Sell	19,194 -500	-3%	-$46.3K	1.17%	32
2016 Q3	$1.92M	Sell	19,694 -1,025	-5%	-$103K	1.32%	27
2016 Q2	$2.11M	Sell	20,719 -4,216	-17%	-$420K	1.57%	19
2016 Q1	$2.45M	Sell	24,935 -327	-1%	-$30K	1.6%	17
2015 Q4	$2.22M	Sell	25,262 -165	-0.6%	-$14.3K	1.49%	20
2015 Q3	$2.02M	Sell	25,427 -736	-3%	-$60.6K	1.53%	18
2015 Q2	$2.1M	Sell	26,163 -50	-0.2%	-$4.11K	1.48%	18
2015 Q1	$1.98M	Buy	26,213 +120	+0.5%	+$9.74K	1.37%	20
2014 Q4	$2.13M	Sell	26,093 -995	-4%	-$85.5K	1.51%	19
2014 Q3	$2.26M	Sell	27,088 -1,000	-4%	-$84.6K	1.74%	14
2014 Q2	$2.37M	Buy	28,088 +1,622	+6%	+$140K	1.81%	13
2014 Q1	$2.45M	Sell	26,466 -988	-4%	-$79.8K	2.21%	9
2013 Q4	$2.39M	Sell	27,454 -509	-2%	-$44.5K	1.94%	13
2013 Q3	$2.42M	Sell	27,963 -891	-3%	-$77.9K	2.11%	11
2013 Q2	$2.5M	Buy	+28,854	New	+$2.68M	1.85%	10

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Triangle Securities Wealth Management's PM Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Philip Morris (PM) stake by 4.7% in Q2 2026, selling an estimated $42K and leaving 4,888 shares worth $884K. The position accounts for 0.18% of the portfolio, ranked #116.

Triangle Securities Wealth Management first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.5M in Q2 2013. 585 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Triangle Securities Wealth Management held 4,888 shares of Philip Morris worth $884K as of Q2 2026.
Triangle Securities Wealth Management sold 242 Philip Morris shares in Q2 2026, an estimated $42K.
Philip Morris made up 0.18% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #116 holding.
Triangle Securities Wealth Management first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
Triangle Securities Wealth Management's Philip Morris position peaked at $2.5M in Q2 2013.
585 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.