Align Financial’s Philip Morris PM Stock Holding History

Align Financial’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	$2.67K	Buy	+14	New	+$2.64K	﹤0.01%	338

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Align Financial's PM Position: Q3 2026 in Review

Align Financial opened a new position in Philip Morris (PM) in Q3 2026: 14 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

800 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Align Financial held 14 shares of Philip Morris worth $2.67K as of Q3 2026.
Philip Morris was a new Align Financial position in Q3 2026.
Philip Morris made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #338 holding.
800 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.