Affinity Capital Advisors’s Philip Morris PM Stock Holding History

Affinity Capital 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	$371K	Buy	1,846 +108	+6%	+$20.4K	0.04%	141
2026 Q2	$321K	Buy	1,738 +146	+9%	+$25.3K	0.04%	143
2026 Q1	$263K	Buy	1,592 +3	+0.2%	+$521	0.04%	151
2025 Q4	$255K	Buy	+1,589	New	+$246K	0.04%	142
2025 Q3	–	Sell	-1,199	Closed	-$218K	–	164
2025 Q2	$218K	Buy	+1,199	New	+$206K	0.04%	150

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 $8.31B AUM 20.77% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Affinity Capital Advisors's PM Position: Q3 2026 in Review

Affinity Capital Advisors increased its Philip Morris (PM) stake by 6.2% in Q3 2026, buying an estimated $20.4K and bringing the position to 1,846 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #141.

Affinity Capital Advisors first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Affinity Capital Advisors held 1,846 shares of Philip Morris worth $371K as of Q3 2026.
Affinity Capital Advisors bought 108 Philip Morris shares in Q3 2026, an estimated $20.4K.
Philip Morris made up 0.04% of Affinity Capital Advisors's portfolio in Q3 2026, its #141 holding.
Affinity Capital Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
782 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.