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WPG Advisers’s Philip Morris PM Stock Holding History

WPG Advisers’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 		$264K Buy
1,461
+274
+23% +$47.5K 0.16% 82
2026
Q1 		$196K Sell
1,187
-73
-6% -$12.7K 0.14% 80
2025
Q4 		$202K Sell
1,260
-247
-16% -$38.3K 0.15% 90
2025
Q3 		$244K Buy
1,507
+188
+14% +$31.6K 0.19% 67
2025
Q2 		$240K Sell
1,319
-50
-4% -$8.59K 0.2% 68
2025
Q1 		$217K Sell
1,369
-363
-21% -$51.4K 0.2% 77
2024
Q4 		$208K Buy
+1,732
New +$219K 0.19% 96

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

WPG Advisers's PM Position: Q2 2026 in Review

WPG Advisers increased its Philip Morris (PM) stake by 23% in Q2 2026, buying an estimated $47.5K and bringing the position to 1,461 shares worth $264K. The position accounts for 0.16% of the portfolio, ranked #82.

WPG Advisers first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • WPG Advisers held 1,461 shares of Philip Morris worth $264K as of Q2 2026.
  • WPG Advisers bought 274 Philip Morris shares in Q2 2026, an estimated $47.5K.
  • Philip Morris made up 0.16% of WPG Advisers's portfolio in Q2 2026, its #82 holding.
  • WPG Advisers first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.