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DDFG Inc’s Philip Morris PM Stock Holding History

DDFG Inc’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 		$1.78M Buy
9,337
+31
+0.3% +$5.86K 0.35% 35
2026
Q2 		$1.68M Sell
9,306
-12
-0.1% -$2.08K 0.33% 36
2026
Q1 		$1.54M Sell
9,318
-50
-0.5% -$8.69K 0.33% 34
2025
Q4 		$1.5M Sell
9,368
-62
-0.7% -$9.6K 0.33% 33
2025
Q3 		$1.53M Buy
9,430
+29
+0.3% +$4.88K 0.35% 32
2025
Q2 		$1.71M Sell
9,401
-130
-1% -$22.3K 0.43% 29
2025
Q1 		$1.51M Sell
9,531
-21
-0.2% -$2.98K 0.42% 28
2024
Q4 		$1.15M Sell
9,552
-11
-0.1% -$1.39K 0.33% 29
2024
Q3 		$1.16M Buy
9,563
+1,280
+15% +$149K 0.33% 30
2024
Q2 		$839K Buy
+8,283
New +$810K 0.26% 34

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

DDFG Inc's PM Position: Q3 2026 in Review

DDFG Inc increased its Philip Morris (PM) stake by 0.33% in Q3 2026, buying an estimated $5.86K and bringing the position to 9,337 shares worth $1.78M. The position accounts for 0.35% of the portfolio, ranked #35.

DDFG Inc first reported a position in PM in Q2 2024 and has held it in 10 quarters since. 1,424 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • DDFG Inc held 9,337 shares of Philip Morris worth $1.78M as of Q3 2026.
  • DDFG Inc bought 31 Philip Morris shares in Q3 2026, an estimated $5.86K.
  • Philip Morris made up 0.35% of DDFG Inc's portfolio in Q3 2026, its #35 holding.
  • DDFG Inc first reported a position in Philip Morris in Q2 2024 and has held it in 10 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.