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

Accurate 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 		$4.1M Buy
20,586
+4,220
+26% +$797K 0.35% 61
2026
Q2 		$2.97M Buy
16,366
+1,768
+12% +$307K 0.28% 73
2026
Q1 		$2.34M Buy
14,598
+2,047
+16% +$356K 0.28% 81
2025
Q4 		$2.04M Buy
12,551
+1,022
+9% +$158K 0.26% 99
2025
Q3 		$1.83M Buy
11,529
+259
+2% +$43.6K 0.24% 100
2025
Q2 		$2.04M Buy
11,270
+434
+4% +$74.5K 0.31% 83
2025
Q1 		$1.67M Buy
10,836
+655
+6% +$92.8K 0.32% 80
2024
Q4 		$1.2M Buy
10,181
+399
+4% +$50.3K 0.23% 105
2024
Q3 		$1.18M Sell
9,782
-265
-3% -$30.8K 0.24% 101
2024
Q2 		$1.06M Buy
10,047
+274
+3% +$26.8K 0.25% 90
2024
Q1 		$916K Sell
9,773
-276
-3% -$25.5K 0.27% 85
2023
Q4 		$956K Sell
10,049
-588
-6% -$54.2K 0.3% 79
2023
Q3 		$993K Buy
10,637
+951
+10% +$91.5K 0.31% 75
2023
Q2 		$964K Buy
9,686
+1,259
+15% +$120K 0.3% 77
2023
Q1 		$831K Buy
8,427
+3,222
+62% +$321K 0.29% 84
2022
Q4 		$532K Sell
5,205
-248
-5% -$23.4K 0.2% 98
2022
Q3 		$467K Buy
5,453
+1,197
+28% +$114K 0.19% 97
2022
Q2 		$411K Buy
4,256
+172
+4% +$17.5K 0.22% 89
2022
Q1 		$384K Buy
4,084
+647
+19% +$64.7K 0.17% 106
2021
Q4 		$333K Sell
3,437
-131
-4% -$12.2K 0.27% 100
2021
Q3 		$345K Buy
3,568
+244
+7% +$24.5K 0.3% 93
2021
Q2 		$329K Buy
+3,324
New +$319K 0.29% 85

Other funds holding PM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Accurate Wealth Management increased its Philip Morris (PM) stake by 26% in Q3 2026, buying an estimated $797K and bringing the position to 20,586 shares worth $4.1M. The position accounts for 0.35% of the portfolio, ranked #61.

Accurate Wealth Management first reported a position in PM in Q2 2021 and has held it in 22 quarters since. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Accurate Wealth Management held 20,586 shares of Philip Morris worth $4.1M as of Q3 2026.
  • Accurate Wealth Management bought 4,220 Philip Morris shares in Q3 2026, an estimated $797K.
  • Philip Morris made up 0.35% of Accurate Wealth Management's portfolio in Q3 2026, its #61 holding.
  • Accurate Wealth Management first reported a position in Philip Morris in Q2 2021 and has held it in 22 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.