WP
PM icon

Westmount Partners’s Philip Morris PM Stock Holding History

Westmount Partners’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 		$638K Buy
3,524
+13
+0.4% +$2.25K 0.14% 121
2026
Q1 		$581K Buy
3,511
+9
+0.3% +$1.56K 0.14% 125
2025
Q4 		$562K Sell
3,502
-113
-3% -$17.5K 0.14% 121
2025
Q3 		$582K Sell
3,615
-18
-0.5% -$3.03K 0.15% 119
2025
Q2 		$662K Sell
3,633
-6,924
-66% -$1.19M 0.18% 103
2025
Q1 		$1.68M Sell
10,557
-1,309
-11% -$185K 0.51% 45
2024
Q4 		$1.43M Buy
11,866
+125
+1% +$15.8K 0.43% 47
2024
Q3 		$1.43M Sell
11,741
-6
-0.1% -$697 0.43% 45
2024
Q2 		$1.19M Buy
11,747
+6,979
+146% +$682K 0.39% 51
2024
Q1 		$437K Buy
4,768
+10
+0.2% +$922 0.16% 125
2023
Q4 		$448K Buy
4,758
+122
+3% +$11.2K 0.18% 115
2023
Q3 		$429K Buy
4,636
+14
+0.3% +$1.35K 0.19% 121
2023
Q2 		$451K Buy
4,622
+9
+0.2% +$860 0.2% 108
2023
Q1 		$449K Buy
4,613
+1,293
+39% +$129K 0.21% 109
2022
Q4 		$336K Buy
+3,320
New +$313K 0.17% 126

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return