Apella Capital
PM icon

Apella Capital’s Philip Morris PM Stock Holding History

Apella Capital’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 		$8.49M Buy
44,042
+1,942
+5% +$367K 0.11% 137
2026
Q2 		$7.91M Buy
42,100
+63
+0.1% +$10.9K 0.11% 131
2026
Q1 		$6.63M Buy
42,037
+13,773
+49% +$2.39M 0.1% 143
2025
Q4 		$4.53M Sell
28,264
-419
-1% -$64.9K 0.09% 137
2025
Q3 		$4.47M Buy
28,683
+1,405
+5% +$236K 0.1% 129
2025
Q2 		$4.94M Buy
27,278
+22,929
+527% +$3.94M 0.13% 109
2025
Q1 		$660K Buy
4,349
+1,357
+45% +$192K 0.02% 229
2024
Q4 		$360K Buy
2,992
+29
+1% +$3.66K 0.01% 257
2024
Q3 		$354K Buy
2,963
+380
+15% +$44.2K 0.01% 248
2024
Q2 		$263K Buy
+2,583
New +$253K 0.01% 274

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Apella Capital's PM Position: Q3 2026 in Review

Apella Capital increased its Philip Morris (PM) stake by 4.6% in Q3 2026, buying an estimated $367K and bringing the position to 44,042 shares worth $8.49M. The position accounts for 0.11% of the portfolio, ranked #137.

Apella Capital first reported a position in PM in Q2 2024 and has held it in 10 quarters since. 1,329 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Apella Capital held 44,042 shares of Philip Morris worth $8.49M as of Q3 2026.
  • Apella Capital bought 1,942 Philip Morris shares in Q3 2026, an estimated $367K.
  • Philip Morris made up 0.11% of Apella Capital's portfolio in Q3 2026, its #137 holding.
  • Apella Capital first reported a position in Philip Morris in Q2 2024 and has held it in 10 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.