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Whitcomb & Hess’s Philip Morris PM Stock Holding History

Whitcomb & Hess’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 		$215K Buy
+1,188
New +$206K 0.05% 58
2025
Q3 		– Sell
-1,188
Closed -$216K – 58
2025
Q2 		$216K Buy
+1,188
New +$204K 0.06% 52

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Whitcomb & Hess's PM Position: Q2 2026 in Review

Whitcomb & Hess opened a new position in Philip Morris (PM) in Q2 2026: 1,188 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #58 among its holdings. This is a return to the name: Whitcomb & Hess previously reported a position in PM as recently as Q2 2025.

Whitcomb & Hess first reported a position in PM in Q2 2025 and has held it in 2 quarters since. The position peaked at $216K in Q2 2025. 1,784 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Whitcomb & Hess held 1,188 shares of Philip Morris worth $215K as of Q2 2026.
  • Philip Morris was a new Whitcomb & Hess position in Q2 2026.
  • Philip Morris made up 0.05% of Whitcomb & Hess's portfolio in Q2 2026, its #58 holding.
  • Whitcomb & Hess first reported a position in Philip Morris in Q2 2025 and has held it in 2 quarters since.
  • Whitcomb & Hess's Philip Morris position peaked at $216K in Q2 2025.
  • 1,784 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.