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

Act 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 		$319K Hold
1,674
– – 0.09% 47
2026
Q2 		$303K Hold
1,674
– – 0.09% 47
2026
Q1 		$277K Sell
1,674
-145
-8% -$25.2K 0.09% 46
2025
Q4 		$292K Buy
1,819
+468
+35% +$72.5K 0.1% 43
2025
Q3 		$219K Hold
1,351
– – 0.08% 50
2025
Q2 		$246K Sell
1,351
-165
-11% -$28.3K 0.1% 44
2025
Q1 		$241K Buy
+1,516
New +$215K 0.11% 38

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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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

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

Act Wealth Management held its Philip Morris (PM) position steady in Q3 2026 at 1,674 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #47.

Act Wealth Management first reported a position in PM in Q1 2025 and has held it in 7 quarters since. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Act Wealth Management held 1,674 shares of Philip Morris worth $319K as of Q3 2026.
  • Act Wealth Management left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.09% of Act Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Act Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 7 quarters since.
  • 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.