DecisionPoint Financial
PM icon

DecisionPoint Financial’s Philip Morris PM Stock Holding History

DecisionPoint Financial’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 		$72.3K Buy
384
+355
+1,224% +$67.1K 0.01% 119
2026
Q2 		$5.15K Buy
29
+5
+21% +$867 ﹤0.01% 236
2026
Q1 		$3.97K Sell
24
-21
-47% -$3.65K ﹤0.01% 237
2025
Q4 		$7.22K Buy
45
+21
+88% +$3.25K ﹤0.01% 222
2025
Q3 		$3.86K Hold
24
– – ﹤0.01% 192
2025
Q2 		$4.26K Buy
+24
New +$4.12K ﹤0.01% 187

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Vontobel Holding
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DecisionPoint Financial's PM Position: Q3 2026 in Review

DecisionPoint Financial increased its Philip Morris (PM) stake by 1,224% in Q3 2026, buying an estimated $67.1K and bringing the position to 384 shares worth $72.3K. The position accounts for 0.01% of the portfolio, ranked #119.

DecisionPoint Financial first reported a position in PM in Q2 2025 and has held it in 6 quarters since. 1,092 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • DecisionPoint Financial held 384 shares of Philip Morris worth $72.3K as of Q3 2026.
  • DecisionPoint Financial bought 355 Philip Morris shares in Q3 2026, an estimated $67.1K.
  • Philip Morris made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #119 holding.
  • DecisionPoint Financial first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.