Cedar Mountain Advisors
PM icon

Cedar Mountain Advisors’s Philip Morris PM Stock Holding History

Cedar Mountain 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 		$40.1K Hold
210
– – 0.01% 187
2026
Q2 		$38K Buy
210
+21
+11% +$3.64K 0.01% 219
2026
Q1 		$31.2K Buy
189
+71
+60% +$12.3K 0.01% 215
2025
Q4 		$18.9K Buy
118
+9
+8% +$1.39K ﹤0.01% 187
2025
Q3 		$17.7K Buy
109
+59
+118% +$9.9K ﹤0.01% 200
2025
Q2 		$9.11K Hold
50
– – ﹤0.01% 224
2025
Q1 		$7.94K Hold
50
– – ﹤0.01% 216
2024
Q4 		$6.02K Buy
+50
New +$6.31K ﹤0.01% 244
2023
Q2 		– Sell
-10
Closed -$973 – 310
2023
Q1 		$973 Buy
+10
New +$997 ﹤0.01% 266

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AssetMark Inc
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Davenport & Co
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Caledonia Investments plc (UK)
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Cedar Mountain Advisors's PM Position: Q3 2026 in Review

Cedar Mountain Advisors held its Philip Morris (PM) position steady in Q3 2026 at 210 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #187.

Cedar Mountain Advisors first reported a position in PM in Q1 2023 and has held it in 9 quarters since. 1,016 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Cedar Mountain Advisors held 210 shares of Philip Morris worth $40.1K as of Q3 2026.
  • Cedar Mountain Advisors left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #187 holding.
  • Cedar Mountain Advisors first reported a position in Philip Morris in Q1 2023 and has held it in 9 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.