Accel Wealth Management
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Accel Wealth Management’s Philip Morris PM Stock Holding History

Accel Wealth 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
Q3 		$593K Buy
3,107
+11
+0.4% +$2.08K 0.13% 148
2026
Q2 		$560K Sell
3,096
-179
-5% -$31K 0.13% 148
2026
Q1 		$542K Buy
3,275
+14
+0.4% +$2.43K 0.14% 147
2025
Q4 		$523K Sell
3,261
-2
-0.1% -$310 0.14% 143
2025
Q3 		$529K Sell
3,263
-199
-6% -$33.5K 0.15% 142
2025
Q2 		$631K Buy
3,462
+5
+0.1% +$859 0.21% 110
2025
Q1 		$549K Sell
3,457
-52
-1% -$7.37K 0.2% 117
2024
Q4 		$422K Buy
3,509
+30
+0.9% +$3.78K 0.16% 144
2024
Q3 		$422K Buy
3,479
+318
+10% +$36.9K 0.16% 144
2024
Q2 		$320K Buy
3,161
+750
+31% +$73.3K 0.13% 166
2024
Q1 		$221K Buy
2,411
+248
+11% +$22.9K 0.09% 200
2023
Q4 		$204K Buy
+2,163
New +$199K 0.1% 184
2023
Q3 		– Sell
-2,057
Closed -$201K – 178
2023
Q2 		$201K Buy
2,057
+65
+3% +$6.21K 0.11% 164
2023
Q1 		$194K Buy
1,992
+1,145
+135% +$114K 0.08% 224
2022
Q4 		$85.7K Hold
847
– – 0.04% 264
2022
Q3 		$74K Hold
847
– – 0.04% 298
2022
Q2 		$76K Hold
847
– – 0.04% 276
2022
Q1 		$82K Hold
847
– – 0.04% 280
2021
Q4 		$80K Hold
847
– – 0.04% 296
2021
Q3 		$80K Hold
847
– – 0.05% 255
2021
Q2 		$84K Hold
847
– – 0.06% 258
2021
Q1 		$75K Hold
847
– – 0.06% 254
2020
Q4 		$70K Buy
+847
New +$65.9K 0.07% 244

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Accel Wealth Management's PM Position: Q3 2026 in Review

Accel Wealth Management increased its Philip Morris (PM) stake by 0.36% in Q3 2026, buying an estimated $2.08K and bringing the position to 3,107 shares worth $593K. The position accounts for 0.13% of the portfolio, ranked #148.

Accel Wealth Management first reported a position in PM in Q4 2020 and has held it in 23 quarters since. The position peaked at $631K in Q2 2025. 1,270 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Accel Wealth Management held 3,107 shares of Philip Morris worth $593K as of Q3 2026.
  • Accel Wealth Management bought 11 Philip Morris shares in Q3 2026, an estimated $2.08K.
  • Philip Morris made up 0.13% of Accel Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Accel Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Philip Morris position peaked at $631K in Q2 2025.
  • 1,270 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.