Ulland Investment Advisors’s Philip Morris PM Stock Holding History

Ulland Investment Advisors’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	$237K	Hold	1,312	–	–	0.17%	71
2026 Q1	$217K	Hold	1,312	–	–	0.19%	67
2025 Q4	$210K	Hold	1,312	–	–	0.17%	64
2025 Q3	$213K	Sell	1,312 -105	-7%	-$17.7K	0.16%	57
2025 Q2	$258K	Hold	1,417	–	–	0.2%	54
2025 Q1	$225K	Hold	1,417	–	–	0.19%	58
2024 Q4	$171K	Hold	1,417	–	–	0.11%	61
2024 Q3	$172K	Hold	1,417	–	–	0.13%	63
2024 Q2	$144K	Hold	1,417	–	–	0.1%	69
2024 Q1	$130K	Sell	1,417 -105	-7%	-$9.68K	0.1%	77
2023 Q4	$143K	Sell	1,522 -100	-6%	-$9.21K	0.14%	63
2023 Q3	$150K	Hold	1,622	–	–	0.16%	59
2023 Q2	$158K	Hold	1,622	–	–	0.16%	56
2023 Q1	$158K	Hold	1,622	–	–	0.19%	58
2022 Q4	$164K	Hold	1,622	–	–	0.2%	59
2022 Q3	$135K	Sell	1,622 -50	-3%	-$4.77K	0.15%	61
2022 Q2	$165K	Hold	1,672	–	–	0.17%	61
2022 Q1	$157K	Buy	1,672 +50	+3%	+$5K	0.12%	67
2021 Q4	$154K	Buy	+1,622	New	+$152K	0.1%	71

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ulland Investment Advisors's PM Position: Q2 2026 in Review

Ulland Investment Advisors held its Philip Morris (PM) position steady in Q2 2026 at 1,312 shares worth $237K. The position accounts for 0.17% of the portfolio, ranked #71.

Ulland Investment Advisors first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $258K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Ulland Investment Advisors held 1,312 shares of Philip Morris worth $237K as of Q2 2026.
Ulland Investment Advisors left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.17% of Ulland Investment Advisors's portfolio in Q2 2026, its #71 holding.
Ulland Investment Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Philip Morris position peaked at $258K in Q2 2025.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.