WWM
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Wiser Wealth Management’s Philip Morris PM Stock Holding History

Wiser 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 		$308K Buy
1,700
+138
+9% +$23.9K 0.06% 55
2026
Q1 		$258K Sell
1,562
-145
-8% -$25.2K 0.06% 52
2025
Q4 		$274K Buy
1,707
+107
+7% +$16.6K 0.06% 48
2025
Q3 		$260K Buy
1,600
+40
+3% +$6.73K 0.06% 49
2025
Q2 		$284K Buy
+1,560
New +$268K 0.07% 44

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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wiser Wealth Management's PM Position: Q2 2026 in Review

Wiser Wealth Management increased its Philip Morris (PM) stake by 8.8% in Q2 2026, buying an estimated $23.9K and bringing the position to 1,700 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #55.

Wiser Wealth Management first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 734 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wiser Wealth Management held 1,700 shares of Philip Morris worth $308K as of Q2 2026.
  • Wiser Wealth Management bought 138 Philip Morris shares in Q2 2026, an estimated $23.9K.
  • Philip Morris made up 0.06% of Wiser Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Wiser Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • 734 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.