Ares Financial Consulting
PM icon

Ares Financial Consulting’s Philip Morris PM Stock Holding History

Ares Financial Consulting’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 		$116K Buy
610
+16
+3% +$3.02K 0.08% 132
2026
Q2 		$107K Buy
594
+27
+5% +$4.68K 0.08% 141
2026
Q1 		$89.2K Buy
567
+280
+98% +$48.7K 0.07% 151
2025
Q4 		$46K Buy
+287
New +$44.5K 0.04% 165

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ares Financial Consulting's PM Position: Q3 2026 in Review

Ares Financial Consulting increased its Philip Morris (PM) stake by 2.7% in Q3 2026, buying an estimated $3.02K and bringing the position to 610 shares worth $116K. The position accounts for 0.08% of the portfolio, ranked #132.

Ares Financial Consulting first reported a position in PM in Q4 2025 and has held it in 4 quarters since. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Ares Financial Consulting held 610 shares of Philip Morris worth $116K as of Q3 2026.
  • Ares Financial Consulting bought 16 Philip Morris shares in Q3 2026, an estimated $3.02K.
  • Philip Morris made up 0.08% of Ares Financial Consulting's portfolio in Q3 2026, its #132 holding.
  • Ares Financial Consulting first reported a position in Philip Morris in Q4 2025 and has held it in 4 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.