Aprio Wealth Management
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Aprio Wealth Management’s Philip Morris PM Stock Holding History

Aprio Wealth Management’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 		$2.91M Buy
15,262
+1,049
+7% +$198K 0.13% 118
2026
Q2 		$2.57M Buy
14,213
+1,691
+14% +$293K 0.13% 123
2026
Q1 		$2.07M Buy
12,522
+3,792
+43% +$659K 0.11% 124
2025
Q4 		$2.04M Buy
8,730
+1,997
+30% +$309K 0.12% 115
2025
Q3 		$1.09M Sell
6,733
-183
-3% -$30.8K 0.11% 119
2025
Q2 		$1.26M Sell
6,916
-98
-1% -$16.8K 0.14% 95
2025
Q1 		$1.11M Buy
7,014
+3,099
+79% +$439K 0.14% 100
2024
Q4 		$471K Buy
3,915
+1,098
+39% +$139K 0.07% 142
2024
Q3 		$342K Sell
2,817
-1,274
-31% -$148K 0.05% 174
2024
Q2 		$415K Buy
4,091
+1,233
+43% +$121K 0.08% 121
2024
Q1 		$262K Buy
2,858
+376
+15% +$34.7K 0.05% 179
2023
Q4 		$233K Buy
+2,482
New +$229K 0.05% 166

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

Aprio Wealth Management's PM Position: Q3 2026 in Review

Aprio Wealth Management increased its Philip Morris (PM) stake by 7.4% in Q3 2026, buying an estimated $198K and bringing the position to 15,262 shares worth $2.91M. The position accounts for 0.13% of the portfolio, ranked #118.

Aprio Wealth Management first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 1,347 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Aprio Wealth Management held 15,262 shares of Philip Morris worth $2.91M as of Q3 2026.
  • Aprio Wealth Management bought 1,049 Philip Morris shares in Q3 2026, an estimated $198K.
  • Philip Morris made up 0.13% of Aprio Wealth Management's portfolio in Q3 2026, its #118 holding.
  • Aprio Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.