Triumph Capital Management’s Philip Morris PM Stock Holding History

Triumph Capital 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	$219K	Buy	1,212 +51	+4%	+$8.85K	0.04%	342
2026 Q1	$194K	Buy	1,161 +74	+7%	+$12.9K	0.04%	339
2025 Q4	$174K	Buy	+1,087	New	+$168K	0.04%	328
2024 Q3	–	Sell	-6,049	Closed	-$621K	–	297
2024 Q2	$621K	Buy	6,049 +123	+2%	+$12K	0.24%	98
2024 Q1	$542K	Buy	+5,926	New	+$546K	0.22%	109
2022 Q3	–	Sell	-2,257	Closed	-$223K	–	224
2022 Q2	$223K	Sell	2,257 -203	-8%	-$20.7K	0.12%	173
2022 Q1	$231K	Buy	+2,460	New	+$246K	0.1%	190

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

Triumph Capital Management's PM Position: Q2 2026 in Review

Triumph Capital Management increased its Philip Morris (PM) stake by 4.4% in Q2 2026, buying an estimated $8.85K and bringing the position to 1,212 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #342.

Triumph Capital Management first reported a position in PM in Q1 2022 and has held it in 7 quarters since. The position peaked at $621K in Q2 2024. 681 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Triumph Capital Management held 1,212 shares of Philip Morris worth $219K as of Q2 2026.
Triumph Capital Management bought 51 Philip Morris shares in Q2 2026, an estimated $8.85K.
Philip Morris made up 0.04% of Triumph Capital Management's portfolio in Q2 2026, its #342 holding.
Triumph Capital Management first reported a position in Philip Morris in Q1 2022 and has held it in 7 quarters since.
Triumph Capital Management's Philip Morris position peaked at $621K in Q2 2024.
681 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.