Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s Philip Morris PM Stock Holding History

Ashton Thomas Private Wealth’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 		$5.27M Buy
27,616
+216
+0.8% +$40.8K 0.11% 194
2026
Q2 		$4.96M Buy
27,400
+1,360
+5% +$236K 0.1% 204
2026
Q1 		$4.31M Buy
26,040
+3,205
+14% +$557K 0.1% 217
2025
Q4 		$3.7M Buy
22,835
+3,216
+16% +$498K 0.09% 217
2025
Q3 		$3.18M Buy
19,619
+128
+0.7% +$21.5K 0.08% 239
2025
Q2 		$3.58M Sell
19,491
-912
-4% -$157K 0.13% 184
2025
Q1 		$3.27M Sell
20,403
-481
-2% -$68.1K 0.12% 190
2024
Q4 		$2.54M Buy
20,884
+8,535
+69% +$1.08M 0.1% 235
2024
Q3 		$1.5M Sell
12,349
-562
-4% -$65.3K 0.08% 254
2024
Q2 		$1.31M Buy
12,911
+181
+1% +$17.7K 0.07% 263
2024
Q1 		$1.17M Buy
12,730
+3,701
+41% +$341K 0.07% 281
2023
Q4 		$849K Buy
9,029
+253
+3% +$23.3K 0.05% 321
2023
Q3 		$812K Buy
8,776
+1,492
+20% +$144K 0.06% 322
2023
Q2 		$711K Buy
7,284
+4,379
+151% +$418K 0.05% 340
2023
Q1 		$283K Buy
2,905
+321
+12% +$32K 0.02% 427
2022
Q4 		$262K Sell
2,584
-267
-9% -$25.2K 0.03% 419
2022
Q3 		$237K Buy
2,851
+1
+0% +$95 0.03% 419
2022
Q2 		$281K Buy
2,850
+245
+9% +$25K 0.03% 385
2022
Q1 		$245K Buy
+2,605
New +$261K 0.02% 435
2021
Q4 		– Sell
-2,940
Closed -$279K – 459
2021
Q3 		$279K Sell
2,940
-274
-9% -$27.6K 0.04% 313
2021
Q2 		$319K Buy
+3,214
New +$308K 0.05% 287

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Ashton Thomas Private Wealth's PM Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Philip Morris (PM) stake by 0.79% in Q3 2026, buying an estimated $40.8K and bringing the position to 27,616 shares worth $5.27M. The position accounts for 0.11% of the portfolio, ranked #194.

Ashton Thomas Private Wealth first reported a position in PM in Q2 2021 and has held it in 21 quarters since. 1,947 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Ashton Thomas Private Wealth held 27,616 shares of Philip Morris worth $5.27M as of Q3 2026.
  • Ashton Thomas Private Wealth bought 216 Philip Morris shares in Q3 2026, an estimated $40.8K.
  • Philip Morris made up 0.11% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #194 holding.
  • Ashton Thomas Private Wealth first reported a position in Philip Morris in Q2 2021 and has held it in 21 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.