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Wilkins Miller Wealth Management’s Philip Morris PM Stock Holding History

Wilkins Miller Wealth Management’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 		$297K Sell
1,643
-98
-6% -$17K 0.16% 76
2026
Q1 		$288K Sell
1,741
-19
-1% -$3.3K 0.17% 75
2025
Q4 		$282K Sell
1,760
-40
-2% -$6.2K 0.17% 75
2025
Q3 		$292K Buy
1,800
+11
+0.6% +$1.85K 0.18% 76
2025
Q2 		$326K Buy
1,789
+9
+0.5% +$1.55K 0.22% 68
2025
Q1 		$283K Sell
1,780
-199
-10% -$28.2K 0.21% 71
2024
Q4 		$238K Buy
+1,979
New +$250K 0.25% 64

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

Wilkins Miller Wealth Management's PM Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its Philip Morris (PM) stake by 5.6% in Q2 2026, selling an estimated $17K and leaving 1,643 shares worth $297K. The position accounts for 0.16% of the portfolio, ranked #76.

Wilkins Miller Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $326K in Q2 2025. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wilkins Miller Wealth Management held 1,643 shares of Philip Morris worth $297K as of Q2 2026.
  • Wilkins Miller Wealth Management sold 98 Philip Morris shares in Q2 2026, an estimated $17K.
  • Philip Morris made up 0.16% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Wilkins Miller Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Wilkins Miller Wealth Management's Philip Morris position peaked at $326K in Q2 2025.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.