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Wedmont Private Capital’s Philip Morris PM Stock Holding History

Wedmont Private Capital’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 		$6.64M Buy
36,545
+4,547
+14% +$789K 0.18% 73
2026
Q1 		$5.15M Buy
31,998
+198
+0.6% +$34.4K 0.17% 76
2025
Q4 		$4.93M Buy
31,800
+1,297
+4% +$201K 0.17% 76
2025
Q3 		$4.71M Sell
30,503
-6,988
-19% -$1.18M 0.18% 71
2025
Q2 		$6.67M Buy
37,491
+8,761
+30% +$1.5M 0.28% 49
2025
Q1 		$4.42M Buy
28,730
+2,382
+9% +$337K 0.23% 62
2024
Q4 		$3.09M Buy
26,348
+11,410
+76% +$1.44M 0.16% 74
2024
Q3 		$1.78M Buy
14,938
+1,577
+12% +$183K 0.1% 117
2024
Q2 		$1.42M Buy
13,361
+5,226
+64% +$511K 0.09% 140
2024
Q1 		$741K Sell
8,135
-2,271
-22% -$209K 0.05% 246
2023
Q4 		$1M Buy
10,406
+1,145
+12% +$105K 0.08% 160
2023
Q3 		$855K Sell
9,261
-615
-6% -$59.2K 0.09% 153
2023
Q2 		$983K Buy
9,876
+2,916
+42% +$279K 0.11% 131
2023
Q1 		$686K Buy
6,960
+2,255
+48% +$225K 0.09% 166
2022
Q4 		$487K Sell
4,705
-512
-10% -$48.3K 0.07% 207
2022
Q3 		$433K Sell
5,217
-129
-2% -$12.3K 0.09% 179
2022
Q2 		$528K Buy
5,346
+1,991
+59% +$203K 0.11% 131
2022
Q1 		$323K Buy
3,355
+946
+39% +$94.6K 0.07% 220
2021
Q4 		$246K Buy
+2,409
New +$225K 0.08% 204

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

Wedmont Private Capital's PM Position: Q2 2026 in Review

Wedmont Private Capital increased its Philip Morris (PM) stake by 14% in Q2 2026, buying an estimated $789K and bringing the position to 36,545 shares worth $6.64M. The position accounts for 0.18% of the portfolio, ranked #73.

Wedmont Private Capital first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.67M in Q2 2025. 499 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wedmont Private Capital held 36,545 shares of Philip Morris worth $6.64M as of Q2 2026.
  • Wedmont Private Capital bought 4,547 Philip Morris shares in Q2 2026, an estimated $789K.
  • Philip Morris made up 0.18% of Wedmont Private Capital's portfolio in Q2 2026, its #73 holding.
  • Wedmont Private Capital first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's Philip Morris position peaked at $6.67M in Q2 2025.
  • 499 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.