Beacon Financial Advisory
PM icon

Beacon Financial Advisory’s Philip Morris PM Stock Holding History

Beacon Financial Advisory’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 		$437K Buy
2,289
+120
+6% +$22.7K 0.08% 277
2026
Q2 		$392K Buy
2,169
+197
+10% +$34.2K 0.08% 284
2026
Q1 		$326K Hold
1,972
– – 0.07% 293
2025
Q4 		$316K Sell
1,972
-1,239
-39% -$192K 0.07% 287
2025
Q3 		$521K Buy
3,211
+50
+2% +$8.41K 0.12% 203
2025
Q2 		$576K Buy
3,161
+1,515
+92% +$260K 0.15% 183
2025
Q1 		$261K Buy
+1,646
New +$233K 0.08% 265

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

Beacon Financial Advisory's PM Position: Q3 2026 in Review

Beacon Financial Advisory increased its Philip Morris (PM) stake by 5.5% in Q3 2026, buying an estimated $22.7K and bringing the position to 2,289 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #277.

Beacon Financial Advisory first reported a position in PM in Q1 2025 and has held it in 7 quarters since. The position peaked at $576K in Q2 2025. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Beacon Financial Advisory held 2,289 shares of Philip Morris worth $437K as of Q3 2026.
  • Beacon Financial Advisory bought 120 Philip Morris shares in Q3 2026, an estimated $22.7K.
  • Philip Morris made up 0.08% of Beacon Financial Advisory's portfolio in Q3 2026, its #277 holding.
  • Beacon Financial Advisory first reported a position in Philip Morris in Q1 2025 and has held it in 7 quarters since.
  • Beacon Financial Advisory's Philip Morris position peaked at $576K in Q2 2025.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.