Acima Private Wealth’s Philip Morris PM Stock Holding History

Acima Private Wealth’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	$214K	Hold	1,123	–	–	0.06%	112
2026 Q2	$203K	Hold	1,123	–	–	0.06%	112
2026 Q1	$186K	Hold	1,123	–	–	0.06%	114
2025 Q4	$180K	Hold	1,123	–	–	0.06%	115
2025 Q3	$182K	Hold	1,123	–	–	0.06%	118
2025 Q2	$205K	Hold	1,123	–	–	0.07%	113
2025 Q1	$178K	Hold	1,123	–	–	0.06%	119
2024 Q4	$135K	Hold	1,123	–	–	0.05%	130
2024 Q3	$136K	Hold	1,123	–	–	0.05%	129
2024 Q2	$114K	Hold	1,123	–	–	0.04%	130
2024 Q1	$103K	Hold	1,123	–	–	0.04%	137
2023 Q4	$106K	Hold	1,123	–	–	0.04%	138
2023 Q3	$104K	Hold	1,123	–	–	0.05%	144
2023 Q2	$110K	Hold	1,123	–	–	0.05%	145
2023 Q1	$109K	Hold	1,123	–	–	0.05%	146
2022 Q4	$114K	Hold	1,123	–	–	0.06%	136
2022 Q3	$93.2K	Hold	1,123	–	–	0.05%	138
2022 Q2	$111K	Hold	1,123	–	–	0.06%	137
2022 Q1	$105K	Hold	1,123	–	–	0.05%	147
2021 Q4	$107K	Hold	1,123	–	–	0.05%	147
2021 Q3	$106K	Hold	1,123	–	–	0.05%	143
2021 Q2	$111K	Hold	1,123	–	–	0.05%	142
2021 Q1	$100K	Hold	1,123	–	–	0.05%	143
2020 Q4	$93K	Hold	1,123	–	–	0.05%	140
2020 Q3	$84K	Sell	1,123 -3,594	-76%	-$277K	0.05%	139
2020 Q2	$330K	Sell	4,717 -44	-0.9%	-$3.21K	0.21%	87
2020 Q1	$347K	Sell	4,761 -370	-7%	-$30.4K	0.27%	81
2019 Q4	$437K	Hold	5,131	–	–	0.3%	80
2019 Q3	$389K	Buy	5,131 +12	+0.2%	+$951	0.3%	81
2019 Q2	$402K	Buy	5,119 +59	+1%	+$4.87K	0.32%	74
2019 Q1	$447K	Buy	5,060 +254	+5%	+$20.5K	0.38%	67
2018 Q4	$321K	Buy	+4,806	New	+$401K	0.31%	76

Other funds holding PM

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Acima Private Wealth's PM Position: Q3 2026 in Review

Acima Private Wealth held its Philip Morris (PM) position steady in Q3 2026 at 1,123 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #112.

Acima Private Wealth first reported a position in PM in Q4 2018 and has held it in 32 quarters since. The position peaked at $447K in Q1 2019. 337 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Acima Private Wealth held 1,123 shares of Philip Morris worth $214K as of Q3 2026.
Acima Private Wealth left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.06% of Acima Private Wealth's portfolio in Q3 2026, its #112 holding.
Acima Private Wealth first reported a position in Philip Morris in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Philip Morris position peaked at $447K in Q1 2019.
337 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.