Centurion Wealth Management
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Centurion Wealth Management’s Philip Morris PM Stock Holding History

Centurion Wealth Management’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 		$446K Buy
2,338
+1
+0% +$189 0.11% 163
2026
Q2 		$423K Sell
2,337
-129
-5% -$22.4K 0.1% 178
2026
Q1 		$408K Sell
2,466
-23
-0.9% -$4K 0.09% 195
2025
Q4 		$399K Sell
2,489
-200
-7% -$31K 0.09% 187
2025
Q3 		$436K Buy
2,689
+483
+22% +$81.3K 0.1% 173
2025
Q2 		$402K Sell
2,206
-23
-1% -$3.95K 0.12% 141
2025
Q1 		$268K Hold
2,229
– – 0.08% 170
2024
Q4 		$268K Buy
2,229
+75
+3% +$9.46K 0.08% 170
2024
Q3 		$262K Buy
+2,154
New +$250K 0.08% 170
2024
Q1 		$218K Buy
2,378
+106
+5% +$9.8K 0.09% 169
2023
Q4 		$214K Buy
2,272
+62
+3% +$5.71K 0.09% 153
2023
Q3 		$205K Buy
+2,210
New +$213K 0.1% 143

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Centurion Wealth Management's PM Position: Q3 2026 in Review

Centurion Wealth Management increased its Philip Morris (PM) stake by 0.04% in Q3 2026, buying an estimated $189 and bringing the position to 2,338 shares worth $446K. The position accounts for 0.11% of the portfolio, ranked #163.

Centurion Wealth Management first reported a position in PM in Q3 2023 and has held it in 12 quarters since. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Centurion Wealth Management held 2,338 shares of Philip Morris worth $446K as of Q3 2026.
  • Centurion Wealth Management bought 1 Philip Morris share in Q3 2026, an estimated $189.
  • Philip Morris made up 0.11% of Centurion Wealth Management's portfolio in Q3 2026, its #163 holding.
  • Centurion Wealth Management first reported a position in Philip Morris in Q3 2023 and has held it in 12 quarters since.
  • 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.