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BostonPremier Wealth’s Philip Morris PM Stock Holding History

BostonPremier 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 		$1.43M Buy
7,494
+3,697
+97% +$698K 0.58% 17
2026
Q2 		$687K Buy
3,797
+1
+0% +$173 0.29% 27
2026
Q1 		$628K Buy
3,796
+100
+3% +$17.4K 0.32% 27
2025
Q4 		$593K Hold
3,696
– – 0.3% 29
2025
Q3 		$599K Hold
3,696
– – 0.3% 28
2025
Q2 		$673K Hold
3,696
– – 0.37% 22
2025
Q1 		$587K Hold
3,696
– – 0.36% 23
2024
Q4 		$445K Buy
+3,696
New +$466K 0.27% 29

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

BostonPremier Wealth's PM Position: Q3 2026 in Review

BostonPremier Wealth increased its Philip Morris (PM) stake by 97% in Q3 2026, buying an estimated $698K and bringing the position to 7,494 shares worth $1.43M. The position accounts for 0.58% of the portfolio, ranked #17.

BostonPremier Wealth first reported a position in PM in Q4 2024 and has held it in 8 quarters since. 701 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • BostonPremier Wealth held 7,494 shares of Philip Morris worth $1.43M as of Q3 2026.
  • BostonPremier Wealth bought 3,697 Philip Morris shares in Q3 2026, an estimated $698K.
  • Philip Morris made up 0.58% of BostonPremier Wealth's portfolio in Q3 2026, its #17 holding.
  • BostonPremier Wealth first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
  • 701 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.