Aurora Private Wealth’s Philip Morris PM Stock Holding History

Aurora 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	$266K	Buy	1,393 +67	+5%	+$12.7K	0.17%	136
2026 Q2	$240K	Sell	1,326 -235	-15%	-$40.8K	0.15%	150
2026 Q1	$255K	Hold	1,561	–	–	0.18%	136
2025 Q4	$250K	Buy	+1,561	New	+$242K	0.16%	137
2025 Q2	$295K	Buy	1,620 +1	+0.1%	+$172	0.22%	118
2025 Q1	$257K	Buy	+1,619	New	+$229K	0.21%	116
2022 Q1	–	Sell	-2,463	Closed	-$234K	–	211
2021 Q4	$234K	Buy	2,463 +118	+5%	+$11K	0.1%	170
2021 Q3	$222K	Buy	2,345 +218	+10%	+$21.9K	0.09%	189
2021 Q2	$211K	Buy	+2,127	New	+$204K	0.08%	186

Other funds holding PM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Aurora Private Wealth's PM Position: Q3 2026 in Review

Aurora Private Wealth increased its Philip Morris (PM) stake by 5.1% in Q3 2026, buying an estimated $12.7K and bringing the position to 1,393 shares worth $266K. The position accounts for 0.17% of the portfolio, ranked #136.

Aurora Private Wealth first reported a position in PM in Q2 2021 and has held it in 9 quarters since. The position peaked at $295K in Q2 2025. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Aurora Private Wealth held 1,393 shares of Philip Morris worth $266K as of Q3 2026.
Aurora Private Wealth bought 67 Philip Morris shares in Q3 2026, an estimated $12.7K.
Philip Morris made up 0.17% of Aurora Private Wealth's portfolio in Q3 2026, its #136 holding.
Aurora Private Wealth first reported a position in Philip Morris in Q2 2021 and has held it in 9 quarters since.
Aurora Private Wealth's Philip Morris position peaked at $295K in Q2 2025.
1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.