WG
PM icon

Wealth Group’s Philip Morris PM Stock Holding History

Wealth Group’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 		$1.48M Buy
8,171
+1,339
+20% +$232K 0.37% 53
2026
Q1 		$1.13M Buy
6,832
+1
+0% +$174 1.05% 30
2025
Q4 		$1.1M Buy
+6,831
New +$1.06M 1.07% 26
2025
Q2 		$1.3M Sell
7,140
-3,478
-33% -$597K 1.29% 20
2025
Q1 		$1.69M Buy
10,618
+57
+0.5% +$8.07K 1.09% 22
2024
Q4 		$1.27M Buy
10,561
+364
+4% +$45.9K 0.82% 27
2024
Q3 		$1.24M Sell
10,197
-282
-3% -$32.8K 0.83% 28
2024
Q2 		$1.06M Sell
10,479
-85
-0.8% -$8.31K 0.76% 33
2024
Q1 		$968K Buy
+10,564
New +$974K 0.73% 38

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Wealth Group's PM Position: Q2 2026 in Review

Wealth Group increased its Philip Morris (PM) stake by 20% in Q2 2026, buying an estimated $232K and bringing the position to 8,171 shares worth $1.48M. The position accounts for 0.37% of the portfolio, ranked #53.

Wealth Group first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q1 2025. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wealth Group held 8,171 shares of Philip Morris worth $1.48M as of Q2 2026.
  • Wealth Group bought 1,339 Philip Morris shares in Q2 2026, an estimated $232K.
  • Philip Morris made up 0.37% of Wealth Group's portfolio in Q2 2026, its #53 holding.
  • Wealth Group first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
  • Wealth Group's Philip Morris position peaked at $1.69M in Q1 2025.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.