DiNuzzo Private Wealth
PM icon

DiNuzzo Private Wealth’s Philip Morris PM Stock Holding History

DiNuzzo Private Wealth’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 		$32.8K Hold
172
– – ﹤0.01% 169
2026
Q2 		$31.1K Hold
172
– – ﹤0.01% 173
2026
Q1 		$28.4K Hold
172
– – ﹤0.01% 168
2025
Q4 		$27.6K Sell
172
-1
-0.6% -$155 ﹤0.01% 169
2025
Q3 		$28.9K Sell
173
-3
-2% -$505 ﹤0.01% 158
2025
Q2 		$32.1K Buy
176
+3
+2% +$515 ﹤0.01% 151
2025
Q1 		$27.5K Hold
173
– – ﹤0.01% 153
2024
Q4 		$20.8K Buy
173
+1
+0.6% +$126 ﹤0.01% 172
2024
Q3 		$20.9K Buy
172
+2
+1% +$232 ﹤0.01% 180
2024
Q2 		$17.2K Buy
170
+11
+7% +$1.08K ﹤0.01% 149
2024
Q1 		$14.6K Buy
159
+3
+2% +$277 ﹤0.01% 146
2023
Q4 		$14.7K Buy
+156
New +$14.4K ﹤0.01% 148

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

DiNuzzo Private Wealth's PM Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Philip Morris (PM) position steady in Q3 2026 at 172 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

DiNuzzo Private Wealth first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 1,141 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • DiNuzzo Private Wealth held 172 shares of Philip Morris worth $32.8K as of Q3 2026.
  • DiNuzzo Private Wealth left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #169 holding.
  • DiNuzzo Private Wealth first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.