AWA
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Aletheian Wealth Advisors’s Philip Morris PM Stock Holding History

Aletheian Wealth 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 		$383K Buy
2,005
+31
+2% +$5.86K 0.15% 73
2026
Q2 		$357K Buy
1,974
+498
+34% +$86.4K 0.15% 75
2026
Q1 		$244K Buy
+1,476
New +$256K 0.12% 83
2025
Q3 		$272K Sell
1,680
-49
-3% -$8.24K 0.13% 80
2025
Q2 		$315K Buy
1,729
+5
+0.3% +$859 0.15% 72
2025
Q1 		$274K Buy
+1,724
New +$244K 0.15% 74

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Aletheian Wealth Advisors's PM Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Philip Morris (PM) stake by 1.6% in Q3 2026, buying an estimated $5.86K and bringing the position to 2,005 shares worth $383K. The position accounts for 0.15% of the portfolio, ranked #73.

Aletheian Wealth Advisors first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Aletheian Wealth Advisors held 2,005 shares of Philip Morris worth $383K as of Q3 2026.
  • Aletheian Wealth Advisors bought 31 Philip Morris shares in Q3 2026, an estimated $5.86K.
  • Philip Morris made up 0.15% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #73 holding.
  • Aletheian Wealth Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.