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YHB Investment Advisors’s Philip Morris PM Stock Holding History

YHB Investment 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 		$441K Buy
2,440
+299
+14% +$51.9K 0.03% 227
2026
Q1 		$354K Buy
2,141
+101
+5% +$17.6K 0.03% 238
2025
Q4 		$327K Hold
2,040
– – 0.02% 248
2025
Q3 		$331K Sell
2,040
-34
-2% -$5.72K 0.02% 245
2025
Q2 		$378K Sell
2,074
-34
-2% -$5.84K 0.03% 230
2025
Q1 		$335K Sell
2,108
-50
-2% -$7.08K 0.03% 228
2024
Q4 		$260K Hold
2,158
– – 0.02% 249
2024
Q3 		$262K Buy
2,158
+87
+4% +$10.1K 0.02% 250
2024
Q2 		$210K Buy
+2,071
New +$202K 0.02% 273
2023
Q3 		– Sell
-2,090
Closed -$204K – 279
2023
Q2 		$204K Hold
2,090
– – 0.02% 275
2023
Q1 		$203K Hold
2,090
– – 0.02% 282
2022
Q4 		$212K Buy
+2,090
New +$197K 0.02% 274
2022
Q3 		– Sell
-2,090
Closed -$206K – 287
2022
Q2 		$206K Sell
2,090
-289
-12% -$29.5K 0.02% 273
2022
Q1 		$223K Sell
2,379
-205
-8% -$20.5K 0.02% 280
2021
Q4 		$245K Sell
2,584
-292
-10% -$27.3K 0.02% 292
2021
Q3 		$273K Hold
2,876
– – 0.02% 261
2021
Q2 		$285K Sell
2,876
-100
-3% -$9.6K 0.02% 249
2021
Q1 		$277K Buy
2,976
+58
+2% +$4.92K 0.02% 248
2020
Q4 		$242K Buy
2,918
+204
+8% +$15.9K 0.02% 259
2020
Q3 		$204K Buy
+2,714
New +$209K 0.02% 255
2020
Q1 		– Sell
-2,752
Closed -$234K – 180
2019
Q4 		$234K Sell
2,752
-100
-4% -$8.24K 0.03% 176
2019
Q3 		$217K Sell
2,852
-25
-0.9% -$1.98K 0.03% 181
2019
Q2 		$226K Hold
2,877
– – 0.04% 177
2019
Q1 		$254K Sell
2,877
-325
-10% -$26.2K 0.04% 167
2018
Q4 		$214K Sell
3,202
-490
-13% -$40.9K 0.04% 169
2018
Q3 		$301K Sell
3,692
-180
-5% -$14.8K 0.05% 161
2018
Q2 		$313K Sell
3,872
-65
-2% -$5.52K 0.05% 156
2018
Q1 		$391K Sell
3,937
-200
-5% -$20.8K 0.07% 144
2017
Q4 		$437K Hold
4,137
– – 0.07% 137
2017
Q3 		$459K Hold
4,137
– – 0.08% 133
2017
Q2 		$486K Sell
4,137
-73
-2% -$8.46K 0.08% 131
2017
Q1 		$467K Sell
4,210
-50
-1% -$5.16K 0.09% 127
2016
Q4 		$390K Buy
4,260
+198
+5% +$18.3K 0.08% 134
2016
Q3 		$395K Buy
4,062
+15
+0.4% +$1.5K 0.1% 125
2016
Q2 		$412K Buy
4,047
+300
+8% +$29.9K 0.09% 124
2016
Q1 		$368K Sell
3,747
-617
-14% -$56.6K 0.1% 124
2015
Q4 		$384K Buy
4,364
+28
+0.6% +$2.43K 0.09% 127
2015
Q3 		$344K Sell
4,336
-280
-6% -$23K 0.08% 132
2015
Q2 		$370K Sell
4,616
-245
-5% -$20.2K 0.08% 131
2015
Q1 		$366K Sell
4,861
-341
-7% -$27.7K 0.08% 135
2014
Q4 		$424K Sell
5,202
-747
-13% -$64.2K 0.1% 127
2014
Q3 		$496K Sell
5,949
-2,038
-26% -$172K 0.12% 120
2014
Q2 		$673K Buy
7,987
+400
+5% +$34.4K 0.16% 108
2014
Q1 		$621K Buy
7,587
+2,100
+38% +$170K 0.16% 109
2013
Q4 		$478K Sell
5,487
-200
-4% -$17.5K 0.13% 114
2013
Q3 		$492K Hold
5,687
– – 0.15% 108
2013
Q2 		$493K Buy
+5,687
New +$528K 0.15% 112

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

YHB Investment Advisors's PM Position: Q2 2026 in Review

YHB Investment Advisors increased its Philip Morris (PM) stake by 14% in Q2 2026, buying an estimated $51.9K and bringing the position to 2,440 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #227.

YHB Investment Advisors first reported a position in PM in Q2 2013 and has held it in 47 quarters since. The position peaked at $673K in Q2 2014. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • YHB Investment Advisors held 2,440 shares of Philip Morris worth $441K as of Q2 2026.
  • YHB Investment Advisors bought 299 Philip Morris shares in Q2 2026, an estimated $51.9K.
  • Philip Morris made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #227 holding.
  • YHB Investment Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 47 quarters since.
  • YHB Investment Advisors's Philip Morris position peaked at $673K in Q2 2014.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.