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Whelan Financial’s Philip Morris PM Stock Holding History

Whelan Financial’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 		$211K Buy
+1,167
New +$202K 0.06% 99
2025
Q4 		– Sell
-1,286
Closed -$209K – 100
2025
Q3 		$209K Buy
+1,286
New +$216K 0.07% 94

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Whelan Financial's PM Position: Q2 2026 in Review

Whelan Financial opened a new position in Philip Morris (PM) in Q2 2026: 1,167 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #99 among its holdings. This is a return to the name: Whelan Financial previously reported a position in PM as recently as Q3 2025.

Whelan Financial first reported a position in PM in Q3 2025 and has held it in 2 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Whelan Financial held 1,167 shares of Philip Morris worth $211K as of Q2 2026.
  • Philip Morris was a new Whelan Financial position in Q2 2026.
  • Philip Morris made up 0.06% of Whelan Financial's portfolio in Q2 2026, its #99 holding.
  • Whelan Financial first reported a position in Philip Morris in Q3 2025 and has held it in 2 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.