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Burkett Financial Services’s Philip Morris PM Stock Holding History

Burkett Financial Services’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 		$32.8K Buy
171
+1
+0.6% +$189 0.01% 195
2026
Q2 		$30.8K Buy
170
+2
+1% +$347 0.01% 125
2026
Q1 		$27.9K Buy
168
+1
+0.6% +$174 0.01% 130
2025
Q4 		$26.9K Buy
167
+1
+0.6% +$155 0.01% 128
2025
Q3 		$26.9K Buy
166
+1
+0.6% +$168 0.01% 129
2025
Q2 		$30K Buy
165
+2
+1% +$343 0.01% 112
2025
Q1 		$25.9K Buy
163
+2
+1% +$283 0.01% 119
2024
Q4 		$19.4K Buy
161
+1
+0.6% +$126 0.01% 122
2024
Q3 		$19.4K Buy
160
+2
+1% +$232 0.01% 115
2024
Q2 		$16K Buy
158
+3
+2% +$293 0.01% 121
2024
Q1 		$14.2K Buy
155
+2
+1% +$184 0.01% 130
2023
Q4 		$14.4K Buy
+153
New +$14.1K 0.01% 126

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Burkett Financial Services's PM Position: Q3 2026 in Review

Burkett Financial Services increased its Philip Morris (PM) stake by 0.59% in Q3 2026, buying an estimated $189 and bringing the position to 171 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #195.

Burkett Financial Services first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Burkett Financial Services held 171 shares of Philip Morris worth $32.8K as of Q3 2026.
  • Burkett Financial Services bought 1 Philip Morris share in Q3 2026, an estimated $189.
  • Philip Morris made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #195 holding.
  • Burkett Financial Services first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.