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

Aviso 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 		$957K Buy
5,017
+222
+5% +$41.9K 0.37% 56
2026
Q2 		$867K Sell
4,795
-3
-0.1% -$520 0.3% 66
2026
Q1 		$793K Buy
4,798
+597
+14% +$104K 0.36% 63
2025
Q4 		$674K Buy
4,201
+94
+2% +$14.6K 0.28% 77
2025
Q3 		$666K Sell
4,107
-172
-4% -$28.9K 0.29% 74
2025
Q2 		$779K Buy
4,279
+259
+6% +$44.5K 0.36% 68
2025
Q1 		$638K Buy
4,020
+1
+0% +$142 0.34% 78
2024
Q4 		$484K Buy
4,019
+476
+13% +$60.1K 0.25% 91
2024
Q3 		$430K Sell
3,543
-31
-0.9% -$3.6K 0.23% 94
2024
Q2 		$362K Sell
3,574
-2,430
-40% -$238K 0.22% 98
2024
Q1 		$550K Buy
6,004
+641
+12% +$59.1K 0.35% 73
2023
Q4 		$505K Buy
+5,363
New +$494K 0.37% 69

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

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

Aviso Wealth Management increased its Philip Morris (PM) stake by 4.6% in Q3 2026, buying an estimated $41.9K and bringing the position to 5,017 shares worth $957K. The position accounts for 0.37% of the portfolio, ranked #56.

Aviso Wealth Management first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Aviso Wealth Management held 5,017 shares of Philip Morris worth $957K as of Q3 2026.
  • Aviso Wealth Management bought 222 Philip Morris shares in Q3 2026, an estimated $41.9K.
  • Philip Morris made up 0.37% of Aviso Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Aviso Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.