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Wellspring Financial Advisors’s Philip Morris PM Stock Holding History

Wellspring Financial 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 		$438K Buy
2,421
+29
+1% +$5.03K 0.03% 186
2026
Q1 		$396K Buy
2,392
+408
+21% +$70.9K 0.03% 184
2025
Q4 		$318K Buy
+1,984
New +$307K 0.03% 192
2022
Q2 		– Sell
-1,474
Closed -$138K – 132
2022
Q1 		$138K Buy
+1,474
New +$147K 0.04% 114

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

Wellspring Financial Advisors's PM Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Philip Morris (PM) stake by 1.2% in Q2 2026, buying an estimated $5.03K and bringing the position to 2,421 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #186.

Wellspring Financial Advisors first reported a position in PM in Q1 2022 and has held it in 4 quarters since. 950 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wellspring Financial Advisors held 2,421 shares of Philip Morris worth $438K as of Q2 2026.
  • Wellspring Financial Advisors bought 29 Philip Morris shares in Q2 2026, an estimated $5.03K.
  • Philip Morris made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #186 holding.
  • Wellspring Financial Advisors first reported a position in Philip Morris in Q1 2022 and has held it in 4 quarters since.
  • 950 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.