Altus Wealth Group’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$208K Sell
1,091
-50
-4% -$9.45K 0.08% 140
2026
Q2
$206K Buy
+1,141
New +$198K 0.07% 147
2021
Q3
– Sell
-2,470
Closed -$245K – 116
2021
Q2
$245K Sell
2,470
-38
-2% -$3.65K 0.24% 91
2021
Q1
$238K Buy
2,508
+1,577
+169% +$134K 0.24% 89
2020
Q4
$77K Buy
+931
New +$72.5K 0.07% 161

Other funds holding PM

Altus Wealth Group's PM Position: Q3 2026 in Review

Altus Wealth Group reduced its Philip Morris (PM) stake by 4.4% in Q3 2026, selling an estimated $9.45K and leaving 1,091 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #140.

Altus Wealth Group first reported a position in PM in Q4 2020 and has held it in 5 quarters since. The position peaked at $245K in Q2 2021. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Altus Wealth Group held 1,091 shares of Philip Morris worth $208K as of Q3 2026.
  • Altus Wealth Group sold 50 Philip Morris shares in Q3 2026, an estimated $9.45K.
  • Philip Morris made up 0.08% of Altus Wealth Group's portfolio in Q3 2026, its #140 holding.
  • Altus Wealth Group first reported a position in Philip Morris in Q4 2020 and has held it in 5 quarters since.
  • Altus Wealth Group's Philip Morris position peaked at $245K in Q2 2021.
  • 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.