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Curat Global’s Philip Morris PM Stock Holding History

Curat Global’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 		$160K Hold
840
– – 0.14% 99
2026
Q2 		$152K Hold
840
– – 0.12% 110
2026
Q1 		$139K Hold
840
– – 0.14% 110
2025
Q4 		$135K Hold
840
– – 0.15% 112
2025
Q3 		$136K Hold
840
– – 0.13% 116
2025
Q2 		$153K Hold
840
– – 0.15% 112
2025
Q1 		$133K Buy
+840
New +$119K 0.16% 122

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

Curat Global's PM Position: Q3 2026 in Review

Curat Global held its Philip Morris (PM) position steady in Q3 2026 at 840 shares worth $160K. The position accounts for 0.14% of the portfolio, ranked #99.

Curat Global first reported a position in PM in Q1 2025 and has held it in 7 quarters since. 1,013 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Curat Global held 840 shares of Philip Morris worth $160K as of Q3 2026.
  • Curat Global left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.14% of Curat Global's portfolio in Q3 2026, its #99 holding.
  • Curat Global first reported a position in Philip Morris in Q1 2025 and has held it in 7 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Curat Global's 13F filing for Q3 2026, filed 26 Oct 2026.