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Aaron Wealth Advisors’s Philip Morris PM Stock Holding History

Aaron Wealth 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
Q3 		$3.76M Buy
19,694
+1,012
+5% +$191K 0.18% 68
2026
Q2 		$3.38M Sell
18,682
-67
-0.4% -$11.6K 0.17% 75
2026
Q1 		$3.1M Sell
18,749
-2,169
-10% -$377K 0.18% 76
2025
Q4 		$3.36M Buy
20,918
+5,107
+32% +$791K 0.18% 75
2025
Q3 		$2.56M Buy
15,811
+6,644
+72% +$1.12M 0.15% 80
2025
Q2 		$1.67M Buy
9,167
+764
+9% +$131K 0.17% 79
2025
Q1 		$1.33M Buy
8,403
+1,019
+14% +$144K 0.15% 96
2024
Q4 		$889K Buy
7,384
+986
+15% +$124K 0.1% 131
2024
Q3 		$777K Buy
6,398
+1,467
+30% +$170K 0.09% 138
2024
Q2 		$500K Buy
4,931
+191
+4% +$18.7K 0.07% 165
2024
Q1 		$434K Buy
4,740
+1,261
+36% +$116K 0.06% 170
2023
Q4 		$327K Buy
3,479
+16
+0.5% +$1.47K 0.05% 180
2023
Q3 		$321K Buy
3,463
+337
+11% +$32.4K 0.04% 188
2023
Q2 		$305K Sell
3,126
-228
-7% -$21.8K 0.04% 204
2023
Q1 		$326K Buy
3,354
+748
+29% +$74.5K 0.04% 198
2022
Q4 		$264K Buy
+2,606
New +$246K 0.04% 207
2022
Q2 		– Sell
-578
Closed -$54.3K – 668
2022
Q1 		$54.3K Buy
+578
New +$57.8K 0.01% 411

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Aaron Wealth Advisors's PM Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Philip Morris (PM) stake by 5.4% in Q3 2026, buying an estimated $191K and bringing the position to 19,694 shares worth $3.76M. The position accounts for 0.18% of the portfolio, ranked #68.

Aaron Wealth Advisors first reported a position in PM in Q1 2022 and has held it in 17 quarters since. 432 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Aaron Wealth Advisors held 19,694 shares of Philip Morris worth $3.76M as of Q3 2026.
  • Aaron Wealth Advisors bought 1,012 Philip Morris shares in Q3 2026, an estimated $191K.
  • Philip Morris made up 0.18% of Aaron Wealth Advisors's portfolio in Q3 2026, its #68 holding.
  • Aaron Wealth Advisors first reported a position in Philip Morris in Q1 2022 and has held it in 17 quarters since.
  • 432 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.