Commonwealth Financial Services
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Commonwealth Financial Services’s Philip Morris PM Stock Holding History

Commonwealth 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 		$689K Buy
3,613
+11
+0.3% +$2.08K 0.12% 101
2026
Q2 		$652K Buy
3,602
+410
+13% +$71.1K 0.09% 134
2026
Q1 		$528K Buy
3,192
+393
+14% +$68.3K 0.08% 119
2025
Q4 		$449K Sell
2,799
-41
-1% -$6.35K 0.07% 132
2025
Q3 		$461K Buy
2,840
+15
+0.5% +$2.52K 0.08% 124
2025
Q2 		$515K Buy
2,825
+93
+3% +$16K 0.1% 112
2025
Q1 		$434K Buy
2,732
+775
+40% +$110K 0.09% 118
2024
Q4 		$236K Buy
1,957
+107
+6% +$13.5K 0.05% 172
2024
Q3 		$223K Buy
+1,850
New +$215K 0.04% 180
2017
Q1 		$26K Hold
227
– – 0.03% 130
2016
Q4 		$21K Sell
227
-274
-55% -$25.4K 0.02% 131
2016
Q3 		$49K Sell
501
-3
-0.6% -$301 0.05% 81
2016
Q2 		$51K Buy
504
+204
+68% +$20.3K 0.06% 85
2016
Q1 		$29K Hold
300
– – 0.04% 102
2015
Q4 		$26K Hold
300
– – 0.09% 99
2015
Q3 		$24K Hold
300
– – 0.03% 108
2015
Q2 		$24K Hold
300
– – 0.03% 123
2015
Q1 		$23K Hold
300
– – 0.02% 130
2014
Q4 		$24K Buy
+300
New +$25.8K 0.02% 117

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Commonwealth Financial Services increased its Philip Morris (PM) stake by 0.31% in Q3 2026, buying an estimated $2.08K and bringing the position to 3,613 shares worth $689K. The position accounts for 0.12% of the portfolio, ranked #101.

Commonwealth Financial Services first reported a position in PM in Q4 2014 and has held it in 19 quarters since. 1,141 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Commonwealth Financial Services held 3,613 shares of Philip Morris worth $689K as of Q3 2026.
  • Commonwealth Financial Services bought 11 Philip Morris shares in Q3 2026, an estimated $2.08K.
  • Philip Morris made up 0.12% of Commonwealth Financial Services's portfolio in Q3 2026, its #101 holding.
  • Commonwealth Financial Services first reported a position in Philip Morris in Q4 2014 and has held it in 19 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.