Balance Wealth’s Philip Morris PM Stock Holding History

Balance 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	$147K	Buy	+768	New	+$145K	0.04%	197

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Balance Wealth's PM Position: Q3 2026 in Review

Balance Wealth opened a new position in Philip Morris (PM) in Q3 2026: 768 shares worth $147K. The stake represents 0.04% of the portfolio and ranks #197 among its holdings.

1,960 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Balance Wealth held 768 shares of Philip Morris worth $147K as of Q3 2026.
Philip Morris was a new Balance Wealth position in Q3 2026.
Philip Morris made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #197 holding.
1,960 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.