Congress Asset Management’s Philip Morris PM Stock Holding History

Congress Asset 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	$744K	Buy	3,901 +614	+19%	+$116K	﹤0.01%	337
2026 Q2	$595K	Buy	+3,287	New	+$570K	﹤0.01%	324
2020 Q4	–	Sell	-3,217	Closed	-$241K	–	355
2020 Q3	$241K	Hold	3,217	–	–	﹤0.01%	326
2020 Q2	$225K	Hold	3,217	–	–	﹤0.01%	315
2020 Q1	$235K	Sell	3,217 -436	-12%	-$35.9K	﹤0.01%	315
2019 Q4	$311K	Sell	3,653 -225	-6%	-$18.5K	﹤0.01%	327
2019 Q3	$294K	Buy	3,878 +83	+2%	+$6.58K	﹤0.01%	329
2019 Q2	$298K	Hold	3,795	–	–	﹤0.01%	333
2019 Q1	$335K	Buy	+3,795	New	+$306K	﹤0.01%	332
2016 Q2	–	Sell	-4,680	Closed	-$459K	–	237
2016 Q1	$459K	Hold	4,680	–	–	0.01%	198
2015 Q4	$411K	Hold	4,680	–	–	0.01%	207
2015 Q3	$371K	Sell	4,680 -21	-0.4%	-$1.73K	0.01%	192
2015 Q2	$377K	Buy	4,701 +21	+0.4%	+$1.73K	0.01%	207
2015 Q1	$353K	Sell	4,680 -600	-11%	-$48.7K	0.01%	203
2014 Q4	$430K	Hold	5,280	–	–	0.01%	204
2014 Q3	$440K	Sell	5,280 -180	-3%	-$15.2K	0.01%	205
2014 Q2	$460K	Sell	5,460 -320	-6%	-$27.6K	0.01%	205
2014 Q1	$473K	Buy	5,780 +735	+15%	+$59.4K	0.01%	209
2013 Q4	$440K	Buy	5,045 +35	+0.7%	+$3.06K	0.01%	202
2013 Q3	$434K	Sell	5,010 -38,877	-89%	-$3.4M	0.01%	199
2013 Q2	$3.8M	Buy	+43,887	New	+$4.08M	0.11%	120

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Congress Asset Management's PM Position: Q3 2026 in Review

Congress Asset Management increased its Philip Morris (PM) stake by 19% in Q3 2026, buying an estimated $116K and bringing the position to 3,901 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Congress Asset Management first reported a position in PM in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.8M in Q2 2013. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Congress Asset Management held 3,901 shares of Philip Morris worth $744K as of Q3 2026.
Congress Asset Management bought 614 Philip Morris shares in Q3 2026, an estimated $116K.
Philip Morris made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #337 holding.
Congress Asset Management first reported a position in Philip Morris in Q2 2013 and has held it in 21 quarters since.
Congress Asset Management's Philip Morris position peaked at $3.8M in Q2 2013.
160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.