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Wealth Management Associates’s Philip Morris PM Stock Holding History

Wealth Management Associates’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 		$476K Buy
2,634
+349
+15% +$60.5K 0.13% 139
2026
Q1 		$378K Buy
2,285
+345
+18% +$60K 0.13% 139
2025
Q4 		$311K Buy
1,940
+390
+25% +$60.4K 0.11% 173
2025
Q3 		$251K Buy
1,550
+19
+1% +$3.2K 0.09% 195
2025
Q2 		$279K Buy
1,531
+1
+0.1% +$172 0.11% 174
2025
Q1 		$243K Buy
+1,530
New +$217K 0.1% 179
2024
Q1 		– Sell
-2,790
Closed -$263K – 218
2023
Q4 		$263K Sell
2,790
-385
-12% -$35.5K 0.14% 158
2023
Q3 		$294K Buy
3,175
+94
+3% +$9.05K 0.17% 128
2023
Q2 		$301K Sell
3,081
-81
-3% -$7.74K 0.17% 128
2023
Q1 		$308K Buy
3,162
+313
+11% +$31.2K 0.19% 116
2022
Q4 		$288K Sell
2,849
-24
-0.8% -$2.27K 0.19% 127
2022
Q3 		$238K Buy
2,873
+243
+9% +$23.2K 0.17% 147
2022
Q2 		$260K Buy
2,630
+2
+0.1% +$204 0.18% 142
2022
Q1 		$247K Buy
2,628
+1
+0% +$100 0.14% 167
2021
Q4 		$250K Buy
2,627
+1
+0% +$93 0.13% 167
2021
Q3 		$249K Buy
2,626
+62
+2% +$6.24K 0.15% 161
2021
Q2 		$254K Sell
2,564
-148
-5% -$14.2K 0.14% 165
2021
Q1 		$241K Buy
2,712
+1
+0% +$85 0.15% 155
2020
Q4 		$224K Hold
2,711
– – 0.15% 158
2020
Q3 		$203K Buy
+2,711
New +$209K 0.16% 148
2020
Q2 		– Sell
-2,942
Closed -$215K – 152
2020
Q1 		$215K Buy
2,942
+116
+4% +$9.55K 0.22% 103
2019
Q4 		$240K Buy
2,826
+2
+0.1% +$165 0.17% 129
2019
Q3 		$214K Buy
+2,824
New +$224K 0.17% 136

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 Management Associates's PM Position: Q2 2026 in Review

Wealth Management Associates increased its Philip Morris (PM) stake by 15% in Q2 2026, buying an estimated $60.5K and bringing the position to 2,634 shares worth $476K. The position accounts for 0.13% of the portfolio, ranked #139.

Wealth Management Associates first reported a position in PM in Q3 2019 and has held it in 23 quarters since. 593 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wealth Management Associates held 2,634 shares of Philip Morris worth $476K as of Q2 2026.
  • Wealth Management Associates bought 349 Philip Morris shares in Q2 2026, an estimated $60.5K.
  • Philip Morris made up 0.13% of Wealth Management Associates's portfolio in Q2 2026, its #139 holding.
  • Wealth Management Associates first reported a position in Philip Morris in Q3 2019 and has held it in 23 quarters since.
  • 593 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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