Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Philip Morris PM Stock Holding History

Wealth Enhancement Advisory Services’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 		$80.2M Sell
459,315
-51,533
-10% -$8.94M 0.13% 132
2026
Q1 		$77.8M Sell
510,848
-81,833
-14% -$14.2M 0.16% 119
2025
Q4 		$91.8M Buy
592,681
+43,200
+8% +$6.69M 0.12% 147
2025
Q3 		$84.9M Buy
549,481
+51,399
+10% +$8.65M 0.13% 154
2025
Q2 		$89.1M Buy
498,082
+59,000
+13% +$10.1M 0.15% 137
2025
Q1 		$69.7M Buy
439,082
+87,631
+25% +$12.4M 0.13% 150
2024
Q4 		$42.3M Buy
351,451
+52,433
+18% +$6.61M 0.08% 230
2024
Q3 		$36.3M Buy
299,018
+7,804
+3% +$907K 0.08% 241
2024
Q2 		$29.5M Buy
291,214
+64,742
+29% +$6.33M 0.07% 263
2024
Q1 		$20.7M Buy
226,472
+7,667
+4% +$707K 0.05% 314
2023
Q4 		$20.6M Buy
218,805
+6,351
+3% +$585K 0.06% 291
2023
Q3 		$19.7M Buy
212,454
+204,687
+2,635% +$19.7M 0.06% 282
2023
Q2 		$758K Sell
7,767
-40,015
-84% -$3.82M 0.01% 302
2023
Q1 		$4.65M Buy
+47,782
New +$4.76M 0.05% 140
2021
Q3 		– Sell
-18,488
Closed -$1.84M – 329
2021
Q2 		$1.84M Buy
+18,488
New +$1.77M 0.03% 144
2020
Q4 		– Sell
-44,279
Closed -$3.51M – 240
2020
Q3 		$3.51M Buy
+44,279
New +$3.42M 0.09% 78
2020
Q2 		– Sell
-37,047
Closed -$2.86M – 248
2020
Q1 		$2.86M Buy
37,047
+6,491
+21% +$534K 0.1% 87
2019
Q4 		$2.6M Buy
30,556
+2,763
+10% +$228K 0.09% 93
2019
Q3 		$2.17M Buy
+27,793
New +$2.2M 0.09% 91

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

Wealth Enhancement Advisory Services's PM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Philip Morris (PM) stake by 10% in Q2 2026, selling an estimated $8.94M and leaving 459,315 shares worth $80.2M. The position accounts for 0.13% of the portfolio, ranked #132.

Wealth Enhancement Advisory Services first reported a position in PM in Q3 2019 and has held it in 19 quarters since. The position peaked at $91.8M in Q4 2025. 693 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 459,315 shares of Philip Morris worth $80.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 51,533 Philip Morris shares in Q2 2026, an estimated $8.94M.
  • Philip Morris made up 0.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #132 holding.
  • Wealth Enhancement Advisory Services first reported a position in Philip Morris in Q3 2019 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's Philip Morris position peaked at $91.8M in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.