Consilium Wealth Advisory
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Consilium Wealth Advisory’s Philip Morris PM Stock Holding History

Consilium Wealth Advisory’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 		$307K Hold
1,611
– – 0.09% 89
2026
Q2 		$291K Buy
1,611
+154
+11% +$26.7K 0.09% 93
2026
Q1 		$241K Buy
+1,457
New +$253K 0.08% 93

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Consilium Wealth Advisory's PM Position: Q3 2026 in Review

Consilium Wealth Advisory held its Philip Morris (PM) position steady in Q3 2026 at 1,611 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #89.

Consilium Wealth Advisory first reported a position in PM in Q1 2026 and has held it in 3 quarters since. 2,093 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Consilium Wealth Advisory held 1,611 shares of Philip Morris worth $307K as of Q3 2026.
  • Consilium Wealth Advisory left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.09% of Consilium Wealth Advisory's portfolio in Q3 2026, its #89 holding.
  • Consilium Wealth Advisory first reported a position in Philip Morris in Q1 2026 and has held it in 3 quarters since.
  • 2,093 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.