ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Philip Morris PM Stock Holding History

ARS Wealth Advisors Group’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 		$555K Sell
2,908
-38
-1% -$7.18K 0.04% 128
2026
Q2 		$533K Buy
2,946
+90
+3% +$15.6K 0.04% 132
2026
Q1 		$472K Buy
2,856
+212
+8% +$36.8K 0.04% 130
2025
Q4 		$424K Buy
2,644
+64
+2% +$9.9K 0.04% 120
2025
Q3 		$418K Buy
2,580
+62
+2% +$10.4K 0.04% 120
2025
Q2 		$459K Buy
2,518
+17
+0.7% +$2.92K 0.05% 111
2025
Q1 		$397K Sell
2,501
-10
-0.4% -$1.42K 0.06% 100
2024
Q4 		$302K Hold
2,511
– – 0.04% 121
2024
Q3 		$305K Hold
2,511
– – 0.04% 135
2024
Q2 		$254K Sell
2,511
-2,256
-47% -$221K 0.03% 139
2024
Q1 		$437K Sell
4,767
-1,000
-17% -$92.2K 0.06% 104
2023
Q4 		$543K Sell
5,767
-20
-0.3% -$1.84K 0.08% 89
2023
Q3 		$536K Buy
5,787
+56
+1% +$5.39K 0.09% 89
2023
Q2 		$560K Sell
5,731
-4,596
-45% -$439K 0.09% 90
2023
Q1 		$1M Buy
10,327
+8,046
+353% +$802K 0.19% 55
2022
Q4 		$231K Buy
+2,281
New +$215K 0.04% 123
2022
Q3 		– Sell
-2,530
Closed -$250K – 164
2022
Q2 		$250K Buy
2,530
+382
+18% +$38.9K 0.03% 137
2022
Q1 		$202K Sell
2,148
-268
-11% -$26.8K 0.04% 125
2021
Q4 		$229K Sell
2,416
-29
-1% -$2.71K 0.04% 130
2021
Q3 		$232K Buy
+2,445
New +$246K 0.04% 118

Other funds holding PM

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

ARS Wealth Advisors Group's PM Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Philip Morris (PM) stake by 1.3% in Q3 2026, selling an estimated $7.18K and leaving 2,908 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #128.

ARS Wealth Advisors Group first reported a position in PM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1M in Q1 2023. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • ARS Wealth Advisors Group held 2,908 shares of Philip Morris worth $555K as of Q3 2026.
  • ARS Wealth Advisors Group sold 38 Philip Morris shares in Q3 2026, an estimated $7.18K.
  • Philip Morris made up 0.04% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #128 holding.
  • ARS Wealth Advisors Group first reported a position in Philip Morris in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Philip Morris position peaked at $1M in Q1 2023.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.