Diversified Enterprises’s Philip Morris PM Stock Holding History

Diversified Enterprises’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	$1.4M	Buy	7,322 +1,947	+36%	+$368K	0.06%	131
2026 Q2	$972K	Sell	5,375 -200	-4%	-$34.7K	0.05%	166
2026 Q1	$922K	Buy	5,575 +630	+13%	+$109K	0.05%	168
2025 Q4	$793K	Buy	4,945 +2,169	+78%	+$336K	0.05%	160
2025 Q3	$450K	Sell	2,776 -6	-0.2%	-$1.01K	0.03%	178
2025 Q2	$507K	Buy	2,782 +17	+0.6%	+$2.92K	0.04%	160
2025 Q1	$439K	Buy	+2,765	New	+$392K	0.04%	173

Other funds holding PM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Diversified Enterprises's PM Position: Q3 2026 in Review

Diversified Enterprises increased its Philip Morris (PM) stake by 36% in Q3 2026, buying an estimated $368K and bringing the position to 7,322 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #131.

Diversified Enterprises first reported a position in PM in Q1 2025 and has held it in 7 quarters since. 1,329 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Diversified Enterprises held 7,322 shares of Philip Morris worth $1.4M as of Q3 2026.
Diversified Enterprises bought 1,947 Philip Morris shares in Q3 2026, an estimated $368K.
Philip Morris made up 0.06% of Diversified Enterprises's portfolio in Q3 2026, its #131 holding.
Diversified Enterprises first reported a position in Philip Morris in Q1 2025 and has held it in 7 quarters since.
1,329 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.