Wrenne Financial Planning’s Philip Morris PM Stock Holding History

Wrenne Financial Planning’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	$865K	Buy	+4,781	New	+$829K	0.29%	26

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wrenne Financial Planning's PM Position: Q2 2026 in Review

Wrenne Financial Planning opened a new position in Philip Morris (PM) in Q2 2026: 4,781 shares worth $865K. The stake represents 0.29% of the portfolio and ranks #26 among its holdings.

1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Wrenne Financial Planning held 4,781 shares of Philip Morris worth $865K as of Q2 2026.
Philip Morris was a new Wrenne Financial Planning position in Q2 2026.
Philip Morris made up 0.29% of Wrenne Financial Planning's portfolio in Q2 2026, its #26 holding.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.