ACT Advisors’s Philip Morris PM Stock Holding History

ACT 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	$464K	Buy	2,433 +66	+3%	+$12.5K	0.15%	48
2026 Q2	$428K	Buy	2,367 +329	+16%	+$57.1K	0.14%	47
2026 Q1	$337K	Buy	2,038 +28	+1%	+$4.87K	0.14%	48
2025 Q4	$322K	Sell	2,010 -105	-5%	-$16.3K	0.13%	50
2025 Q3	$343K	Sell	2,115 -253	-11%	-$42.6K	0.14%	47
2025 Q2	$431K	Buy	2,368 +367	+18%	+$63K	0.2%	34
2025 Q1	$318K	Buy	2,001 +62	+3%	+$8.78K	0.17%	40
2024 Q4	$233K	Buy	1,939 +92	+5%	+$11.6K	0.13%	45
2024 Q3	$224K	Buy	+1,847	New	+$215K	0.11%	46
2022 Q1	–	Sell	-2,695	Closed	-$256K	–	33
2021 Q4	$256K	Hold	2,695	–	–	0.19%	30
2021 Q3	$255K	Hold	2,695	–	–	0.2%	29
2021 Q2	$266K	Hold	2,695	–	–	0.2%	29
2021 Q1	$254K	Hold	2,695	–	–	0.2%	27
2020 Q4	$223K	Buy	+2,695	New	+$210K	0.2%	26

Other funds holding PM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.03B AUM 20.78% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

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

ACT Advisors's PM Position: Q3 2026 in Review

ACT Advisors increased its Philip Morris (PM) stake by 2.8% in Q3 2026, buying an estimated $12.5K and bringing the position to 2,433 shares worth $464K. The position accounts for 0.15% of the portfolio, ranked #48.

ACT Advisors first reported a position in PM in Q4 2020 and has held it in 14 quarters since. 736 funds tracked by Wall St. Rank hold PM as of Q3 2026.

ACT Advisors held 2,433 shares of Philip Morris worth $464K as of Q3 2026.
ACT Advisors bought 66 Philip Morris shares in Q3 2026, an estimated $12.5K.
Philip Morris made up 0.15% of ACT Advisors's portfolio in Q3 2026, its #48 holding.
ACT Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 14 quarters since.
736 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.