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

Athena 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 		$1.5M Buy
7,885
+313
+4% +$59.1K 1.08% 19
2026
Q2 		$1.37M Sell
7,572
-95
-1% -$16.5K 1.02% 20
2026
Q1 		$1.27M Buy
7,667
+2,546
+50% +$442K 1.04% 21
2025
Q4 		$821K Buy
+5,121
New +$793K 0.8% 22

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

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

Athena Wealth Management increased its Philip Morris (PM) stake by 4.1% in Q3 2026, buying an estimated $59.1K and bringing the position to 7,885 shares worth $1.5M. The position accounts for 1.08% of the portfolio, ranked #19.

Athena Wealth Management 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.

  • Athena Wealth Management held 7,885 shares of Philip Morris worth $1.5M as of Q3 2026.
  • Athena Wealth Management bought 313 Philip Morris shares in Q3 2026, an estimated $59.1K.
  • Philip Morris made up 1.08% of Athena Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Athena Wealth Management 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 Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.