Activest Wealth Management
PM icon

Activest Wealth Management’s Philip Morris PM Stock Holding History

Activest 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 		$72.9K Buy
382
+65
+21% +$12.3K 0.01% 221
2026
Q2 		$57.3K Sell
317
-1,020
-76% -$177K 0.01% 255
2026
Q1 		$221K Buy
1,337
+109
+9% +$18.9K 0.04% 142
2025
Q4 		$197K Sell
1,228
-260
-17% -$40.3K 0.04% 148
2025
Q3 		$241K Buy
1,488
+79
+6% +$13.3K 0.05% 115
2025
Q2 		$257K Buy
1,409
+32
+2% +$5.5K 0.06% 87
2025
Q1 		$219K Sell
1,377
-150
-10% -$21.2K 0.06% 89
2024
Q4 		$184K Sell
1,527
-175
-10% -$22.1K 0.05% 89
2024
Q3 		$207K Buy
1,702
+600
+54% +$69.7K 0.06% 80
2024
Q2 		$112K Buy
+1,102
New +$108K 0.04% 121
2024
Q1 		– Sell
-500
Closed -$46.1K – 401
2023
Q4 		$47K Buy
500
+472
+1,686% +$43.5K 0.03% 103
2023
Q3 		$2.6K Hold
28
– – ﹤0.01% 262
2023
Q2 		$2.6K Hold
28
– – ﹤0.01% 256
2023
Q1 		$2.66K Buy
+28
New +$2.79K ﹤0.01% 241

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

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

Activest Wealth Management increased its Philip Morris (PM) stake by 21% in Q3 2026, buying an estimated $12.3K and bringing the position to 382 shares worth $72.9K. The position accounts for 0.01% of the portfolio, ranked #221.

Activest Wealth Management first reported a position in PM in Q1 2023 and has held it in 14 quarters since. The position peaked at $257K in Q2 2025. 1,836 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Activest Wealth Management held 382 shares of Philip Morris worth $72.9K as of Q3 2026.
  • Activest Wealth Management bought 65 Philip Morris shares in Q3 2026, an estimated $12.3K.
  • Philip Morris made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #221 holding.
  • Activest Wealth Management first reported a position in Philip Morris in Q1 2023 and has held it in 14 quarters since.
  • Activest Wealth Management's Philip Morris position peaked at $257K in Q2 2025.
  • 1,836 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.