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Whitney & Co’s Philip Morris PM Stock Holding History

Whitney & Co’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 		$302K Buy
1,667
+13
+0.8% +$2.25K 0.02% 150
2026
Q1 		$273K Hold
1,654
– – 0.02% 150
2025
Q4 		$265K Buy
+1,654
New +$256K 0.02% 149
2018
Q4 		– Sell
-808
Closed -$72K – 355
2018
Q3 		$72K Buy
808
+308
+62% +$25.3K 0.02% 156
2018
Q2 		$40K Sell
500
-2,100
-81% -$178K 0.01% 174
2018
Q1 		$258K Sell
2,600
-600
-19% -$62.5K 0.07% 101
2017
Q4 		$338K Hold
3,200
– – 0.1% 93
2017
Q3 		$376K Hold
3,200
– – 0.13% 87
2017
Q2 		$376K Sell
3,200
-500
-14% -$57.9K 0.12% 90
2017
Q1 		$418K Sell
3,700
-400
-10% -$41.3K 0.15% 81
2016
Q4 		$375K Buy
4,100
+700
+21% +$64.9K 0.14% 84
2016
Q3 		$331K Sell
3,400
-360
-10% -$36.1K 0.13% 84
2016
Q2 		$382K Hold
3,760
– – 0.16% 83
2016
Q1 		$369K Hold
3,760
– – 0.16% 85
2015
Q4 		$331K Sell
3,760
-150
-4% -$13K 0.14% 89
2015
Q3 		$310K Hold
3,910
– – 0.14% 94
2015
Q2 		$313K Sell
3,910
-200
-5% -$16.5K 0.14% 92
2015
Q1 		$310K Sell
4,110
-300
-7% -$24.4K 0.14% 92
2014
Q4 		$359K Buy
4,410
+150
+4% +$12.9K 0.16% 89
2014
Q3 		$355K Buy
4,260
+60
+1% +$5.08K 0.16% 88
2014
Q2 		$354K Sell
4,200
-400
-9% -$34.4K 0.16% 89
2014
Q1 		$377K Buy
4,600
+300
+7% +$24.2K 0.19% 81
2013
Q4 		$375K Buy
4,300
+700
+19% +$61.1K 0.21% 76
2013
Q3 		$312K Hold
3,600
– – 0.22% 77
2013
Q2 		$312K Buy
+3,600
New +$335K 0.23% 78

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

Whitney & Co's PM Position: Q2 2026 in Review

Whitney & Co increased its Philip Morris (PM) stake by 0.79% in Q2 2026, buying an estimated $2.25K and bringing the position to 1,667 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #150.

Whitney & Co first reported a position in PM in Q2 2013 and has held it in 25 quarters since. The position peaked at $418K in Q1 2017. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Whitney & Co held 1,667 shares of Philip Morris worth $302K as of Q2 2026.
  • Whitney & Co bought 13 Philip Morris shares in Q2 2026, an estimated $2.25K.
  • Philip Morris made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #150 holding.
  • Whitney & Co first reported a position in Philip Morris in Q2 2013 and has held it in 25 quarters since.
  • Whitney & Co's Philip Morris position peaked at $418K in Q1 2017.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.