Turtle Creek Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Other funds holding PM
Turtle Creek Wealth Advisors's PM Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its Philip Morris (PM) stake by 20% in Q2 2026, buying an estimated $1.54M and bringing the position to 54,340 shares worth $9.83M. The position accounts for 0.52% of the portfolio, ranked #46.
Turtle Creek Wealth Advisors first reported a position in PM in Q4 2023 and has held it in 8 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Turtle Creek Wealth Advisors held 54,340 shares of Philip Morris worth $9.83M as of Q2 2026.
- Turtle Creek Wealth Advisors bought 8,903 Philip Morris shares in Q2 2026, an estimated $1.54M.
- Philip Morris made up 0.52% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #46 holding.
- Turtle Creek Wealth Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 8 quarters since.
- 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.