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Castleview Partners’s Philip Morris PM Stock Holding History

Castleview 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 		$1.04M Buy
5,439
+471
+9% +$89K 0.45% 51
2026
Q2 		$899K Sell
4,968
-65
-1% -$11.3K 0.4% 56
2026
Q1 		$832K Buy
5,033
+119
+2% +$20.7K 0.43% 52
2025
Q4 		$788K Buy
4,914
+168
+4% +$26K 0.39% 57
2025
Q3 		$770K Sell
4,746
-233
-5% -$39.2K 0.42% 49
2025
Q2 		$907K Sell
4,979
-908
-15% -$156K 0.58% 38
2025
Q1 		$934K Sell
5,887
-4,471
-43% -$633K 0.63% 39
2024
Q4 		$1.25M Buy
10,358
+224
+2% +$28.3K 0.68% 32
2024
Q3 		$1.23M Buy
10,134
+1,800
+22% +$209K 0.71% 27
2024
Q2 		$844K Buy
8,334
+2,688
+48% +$263K 0.48% 47
2024
Q1 		$517K Buy
5,646
+2,057
+57% +$190K 0.29% 78
2023
Q4 		$338K Buy
3,589
+1,311
+58% +$121K 0.24% 100
2023
Q3 		$211K Buy
2,278
+111
+5% +$10.7K 0.19% 109
2023
Q2 		$212K Sell
2,167
-510
-19% -$48.7K 0.19% 106
2023
Q1 		$260K Buy
2,677
+71
+3% +$7.08K 0.23% 101
2022
Q4 		$264K Buy
2,606
+686
+36% +$64.7K 0.26% 94
2022
Q3 		$159K Sell
1,920
-20,958
-92% -$2M 0.15% 144
2022
Q2 		$764K Buy
22,878
+20,943
+1,082% +$2.14M 0.61% 29
2022
Q1 		$181K Buy
+1,935
New +$194K 0.11% 182
2021
Q2 		$346K Buy
+3,491
New +$335K 0.15% 138
2018
Q1 		$437K Buy
+4,399
New +$458K 0.36% 64

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

Castleview Partners's PM Position: Q3 2026 in Review

Castleview Partners increased its Philip Morris (PM) stake by 9.5% in Q3 2026, buying an estimated $89K and bringing the position to 5,439 shares worth $1.04M. The position accounts for 0.45% of the portfolio, ranked #51.

Castleview Partners first reported a position in PM in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.25M in Q4 2024. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Castleview Partners held 5,439 shares of Philip Morris worth $1.04M as of Q3 2026.
  • Castleview Partners bought 471 Philip Morris shares in Q3 2026, an estimated $89K.
  • Philip Morris made up 0.45% of Castleview Partners's portfolio in Q3 2026, its #51 holding.
  • Castleview Partners first reported a position in Philip Morris in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's Philip Morris position peaked at $1.25M in Q4 2024.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.