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True Wealth Design’s Philip Morris PM Stock Holding History

True Wealth Design’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 		$208K Buy
1,149
+5
+0.4% +$867 0.05% 110
2026
Q1 		$189K Buy
1,144
+166
+17% +$28.8K 0.05% 103
2025
Q4 		$157K Sell
978
-28
-3% -$4.34K 0.05% 109
2025
Q3 		$163K Buy
1,006
+310
+45% +$52.2K 0.05% 93
2025
Q2 		$127K Buy
696
+30
+5% +$5.15K 0.04% 82
2025
Q1 		$106K Sell
666
-79
-11% -$11.2K 0.04% 82
2024
Q4 		$89.7K Buy
745
+561
+305% +$70.8K 0.03% 81
2024
Q3 		$22.4K Buy
184
+2
+1% +$232 0.01% 311
2024
Q2 		$18.4K Buy
182
+3
+2% +$293 ﹤0.01% 216
2024
Q1 		$16.4K Sell
179
-64
-26% -$5.9K ﹤0.01% 221
2023
Q4 		$22.8K Buy
243
+3
+1% +$276 0.01% 196
2023
Q3 		$22.3K Buy
240
+2
+0.8% +$192 0.01% 174
2023
Q2 		$23.3K Sell
238
-198
-45% -$18.9K 0.01% 181
2023
Q1 		$42.4K Buy
436
+2
+0.5% +$199 0.02% 168
2022
Q4 		$43.9K Buy
+434
New +$41K 0.02% 152

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

True Wealth Design's PM Position: Q2 2026 in Review

True Wealth Design increased its Philip Morris (PM) stake by 0.44% in Q2 2026, buying an estimated $867 and bringing the position to 1,149 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #110.

True Wealth Design first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 514 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • True Wealth Design held 1,149 shares of Philip Morris worth $208K as of Q2 2026.
  • True Wealth Design bought 5 Philip Morris shares in Q2 2026, an estimated $867.
  • Philip Morris made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #110 holding.
  • True Wealth Design first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • 514 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.