Aspect Partners’s Philip Morris PM Stock Holding History

Aspect Partners’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	$44.8K	Hold	235	–	–	0.02%	151
2026 Q2	$42.5K	Hold	235	–	–	0.02%	158
2026 Q1	$38.9K	Hold	235	–	–	0.02%	155
2025 Q4	$37.7K	Hold	235	–	–	0.02%	160
2025 Q3	$38.1K	Sell	235 -1	-0.4%	-$168	0.02%	172
2025 Q2	$43K	Buy	236 +1	+0.4%	+$172	0.02%	159
2025 Q1	$37.3K	Hold	235	–	–	0.02%	145
2024 Q4	$28.3K	Hold	235	–	–	0.02%	170
2024 Q3	$28.5K	Hold	235	–	–	0.02%	156
2024 Q2	$23.8K	Hold	235	–	–	0.01%	172
2024 Q1	$21.5K	Hold	235	–	–	0.02%	174
2023 Q4	$22.1K	Buy	+235	New	+$21.7K	0.01%	161

Other funds holding PM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Aspect Partners's PM Position: Q3 2026 in Review

Aspect Partners held its Philip Morris (PM) position steady in Q3 2026 at 235 shares worth $44.8K. The position accounts for 0.02% of the portfolio, ranked #151.

Aspect Partners first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Aspect Partners held 235 shares of Philip Morris worth $44.8K as of Q3 2026.
Aspect Partners left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.02% of Aspect Partners's portfolio in Q3 2026, its #151 holding.
Aspect Partners first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.