Barlow Wealth Partners’s Philip Morris PM Stock Holding History

Barlow Wealth Partners’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	$571K	Hold	3,000	–	–	0.06%	83
2026 Q2	$561K	Hold	3,000	–	–	0.06%	84
2026 Q1	$473K	Hold	3,000	–	–	0.05%	90
2025 Q4	$488K	Hold	3,000	–	–	0.05%	86
2025 Q3	$471K	Hold	3,000	–	–	0.05%	84
2025 Q2	$528K	Hold	3,000	–	–	0.06%	76
2025 Q1	$511K	Buy	3,000 +400	+15%	+$56.7K	0.07%	81
2024 Q4	$308K	Sell	2,600 -675	-21%	-$85.2K	0.04%	104
2024 Q3	$389K	Sell	3,275 -130	-4%	-$15.1K	0.05%	101
2024 Q2	$379K	Hold	3,405	–	–	0.05%	99
2024 Q1	$303K	Hold	3,405	–	–	0.04%	111
2023 Q4	$320K	Buy	+3,405	New	+$314K	0.05%	105

Other funds holding PM

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

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

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

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Barlow Wealth Partners's PM Position: Q3 2026 in Review

Barlow Wealth Partners held its Philip Morris (PM) position steady in Q3 2026 at 3,000 shares worth $571K. The position accounts for 0.06% of the portfolio, ranked #83.

Barlow Wealth Partners first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 1,541 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Barlow Wealth Partners held 3,000 shares of Philip Morris worth $571K as of Q3 2026.
Barlow Wealth Partners left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.06% of Barlow Wealth Partners's portfolio in Q3 2026, its #83 holding.
Barlow Wealth Partners first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
1,541 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.