Blake Schutter Theil Wealth Advisors’s Philip Morris PM Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$712K	Sell	3,731 -208	-5%	-$39.3K	0.49%	47
2026 Q2	$713K	Hold	3,939	–	–	0.48%	50
2026 Q1	$651K	Sell	3,939 -3	-0.1%	-$521	0.53%	48
2025 Q4	$632K	Hold	3,942	–	–	0.52%	45
2025 Q3	$639K	Hold	3,942	–	–	0.63%	43
2025 Q2	$718K	Hold	3,942	–	–	0.81%	33
2025 Q1	$626K	Sell	3,942 -376	-9%	-$53.3K	0.71%	40
2024 Q4	$520K	Hold	4,318	–	–	0.55%	46
2024 Q3	$524K	Buy	+4,318	New	+$502K	0.38%	76

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

Blake Schutter Theil Wealth Advisors's PM Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Philip Morris (PM) stake by 5.3% in Q3 2026, selling an estimated $39.3K and leaving 3,731 shares worth $712K. The position accounts for 0.49% of the portfolio, ranked #47.

Blake Schutter Theil Wealth Advisors first reported a position in PM in Q3 2024 and has held it in 9 quarters since. The position peaked at $718K in Q2 2025. 1,947 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 3,731 shares of Philip Morris worth $712K as of Q3 2026.
Blake Schutter Theil Wealth Advisors sold 208 Philip Morris shares in Q3 2026, an estimated $39.3K.
Philip Morris made up 0.49% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #47 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Philip Morris in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's Philip Morris position peaked at $718K in Q2 2025.
1,947 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.