YIM
PM icon

Yoffe Investment Management’s Philip Morris PM Stock Holding History

Yoffe Investment Management’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 		$886K Hold
4,900
– – 1.01% 31
2026
Q1 		$810K Hold
4,900
– – 1.04% 30
2025
Q4 		$786K Hold
4,900
– – 1% 29
2025
Q3 		$795K Hold
4,900
– – 1.03% 28
2025
Q2 		$892K Hold
4,900
– – 1.22% 22
2025
Q1 		$778K Hold
4,900
– – 1.14% 22
2024
Q4 		$590K Buy
+4,900
New +$618K 0.88% 37

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yoffe Investment Management's PM Position: Q2 2026 in Review

Yoffe Investment Management held its Philip Morris (PM) position steady in Q2 2026 at 4,900 shares worth $886K. The position accounts for 1.01% of the portfolio, ranked #31.

Yoffe Investment Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q2 2025. 492 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Yoffe Investment Management held 4,900 shares of Philip Morris worth $886K as of Q2 2026.
  • Yoffe Investment Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 1.01% of Yoffe Investment Management's portfolio in Q2 2026, its #31 holding.
  • Yoffe Investment Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Philip Morris position peaked at $892K in Q2 2025.
  • 492 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.