XPN
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XY Planning Network’s Philip Morris PM Stock Holding History

XY Planning Network’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 		$716K Buy
3,955
+191
+5% +$33.1K 0.09% 170
2026
Q1 		$592K Buy
3,764
+835
+29% +$145K 0.09% 174
2025
Q4 		$470K Buy
+2,929
New +$454K 0.08% 177

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

XY Planning Network's PM Position: Q2 2026 in Review

XY Planning Network increased its Philip Morris (PM) stake by 5.1% in Q2 2026, buying an estimated $33.1K and bringing the position to 3,955 shares worth $716K. The position accounts for 0.09% of the portfolio, ranked #170.

XY Planning Network first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • XY Planning Network held 3,955 shares of Philip Morris worth $716K as of Q2 2026.
  • XY Planning Network bought 191 Philip Morris shares in Q2 2026, an estimated $33.1K.
  • Philip Morris made up 0.09% of XY Planning Network's portfolio in Q2 2026, its #170 holding.
  • XY Planning Network first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.