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Baker Tilly Wealth Management’s Philip Morris PM Stock Holding History

Baker Tilly 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 		$964K Buy
5,053
+154
+3% +$29.1K 0.19% 96
2026
Q2 		$886K Buy
4,899
+727
+17% +$126K 0.19% 102
2026
Q1 		$690K Buy
4,172
+476
+13% +$82.7K 0.17% 122
2025
Q4 		$593K Buy
3,696
+340
+10% +$52.7K 0.15% 141
2025
Q3 		$544K Sell
3,356
-420
-11% -$70.7K 0.12% 141
2025
Q2 		$688K Sell
3,776
-279
-7% -$47.9K 0.25% 91
2025
Q1 		$644K Buy
4,055
+225
+6% +$31.9K 0.25% 101
2024
Q4 		$461K Buy
3,830
+126
+3% +$15.9K 0.18% 125
2024
Q3 		$450K Sell
3,704
-3,957
-52% -$460K 0.2% 123
2024
Q2 		$776K Sell
7,661
-10,603
-58% -$1.04M 0.32% 76
2024
Q1 		$1.67M Buy
18,264
+104
+0.6% +$9.59K 0.3% 76
2023
Q4 		$1.71M Sell
18,160
-589
-3% -$54.3K 0.28% 79
2023
Q3 		$1.74M Sell
18,749
-300
-2% -$28.9K 0.29% 76
2023
Q2 		$1.86M Sell
19,049
-864
-4% -$82.6K 0.2% 110
2023
Q1 		$1.94M Buy
19,913
+2,749
+16% +$274K 0.22% 103
2022
Q4 		$1.74M Buy
17,164
+419
+3% +$39.5K 0.21% 113
2022
Q3 		$1.39M Buy
16,745
+57
+0.3% +$5.44K 0.19% 114
2022
Q2 		$1.65M Buy
16,688
+391
+2% +$39.9K 0.22% 99
2022
Q1 		$1.53M Sell
16,297
-1,766
-10% -$177K 0.17% 119
2021
Q4 		$1.72M Sell
18,063
-673
-4% -$62.9K 0.18% 112
2021
Q3 		$1.78M Buy
18,736
+1,254
+7% +$126K 0.23% 84
2021
Q2 		$1.73M Buy
17,482
+1,950
+13% +$187K 0.28% 79
2021
Q1 		$1.38M Buy
15,532
+5,729
+58% +$487K 0.28% 88
2020
Q4 		$812K Buy
+9,803
New +$763K 0.25% 100

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Baker Tilly Wealth Management's PM Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Philip Morris (PM) stake by 3.1% in Q3 2026, buying an estimated $29.1K and bringing the position to 5,053 shares worth $964K. The position accounts for 0.19% of the portfolio, ranked #96.

Baker Tilly Wealth Management first reported a position in PM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.94M in Q1 2023. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Baker Tilly Wealth Management held 5,053 shares of Philip Morris worth $964K as of Q3 2026.
  • Baker Tilly Wealth Management bought 154 Philip Morris shares in Q3 2026, an estimated $29.1K.
  • Philip Morris made up 0.19% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Baker Tilly Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Philip Morris position peaked at $1.94M in Q1 2023.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.