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WMG Financial Advisors’s Philip Morris PM Stock Holding History

WMG Financial Advisors’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 		– Sell
-1,231
Closed -$204K – 115
2026
Q1 		$204K Sell
1,231
-293
-19% -$50.9K 0.08% 93
2025
Q4 		$244K Sell
1,524
-546
-26% -$84.6K 0.1% 92
2025
Q3 		$336K Buy
2,070
+74
+4% +$12.4K 0.11% 127
2025
Q2 		$364K Buy
1,996
+355
+22% +$61K 0.13% 105
2025
Q1 		$260K Buy
+1,641
New +$232K 0.11% 132

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

WMG Financial Advisors's PM Position: Q2 2026 in Review

WMG Financial Advisors sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,231 shares — an estimated $204K sold.

WMG Financial Advisors first reported a position in PM in Q1 2025 and held it in 5 quarters. The position peaked at $364K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • WMG Financial Advisors reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • WMG Financial Advisors sold 1,231 Philip Morris shares in Q2 2026, an estimated $204K.
  • WMG Financial Advisors first reported a position in Philip Morris in Q1 2025 and held it in 5 quarters.
  • WMG Financial Advisors's Philip Morris position peaked at $364K in Q2 2025.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.