Dynamic Advisor Solutions
PM icon

Dynamic Advisor Solutions’s Philip Morris PM Stock Holding History

Dynamic Advisor Solutions’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
2019
Q3 		– Sell
-4,000
Closed -$11K – 569
2019
Q2 		$11K Buy
+4,000
New +$330K ﹤0.01% 507

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
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
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Dynamic Advisor Solutions's PM Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Philip Morris (PM) stake by 7.6% in Q3 2026, selling an estimated $277K and leaving 17,923 shares worth $3.42M. The position accounts for 0.1% of the portfolio, ranked #215.

Dynamic Advisor Solutions first reported a position in PM in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.21M in Q2 2025. 782 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Dynamic Advisor Solutions held 17,923 shares of Philip Morris worth $3.42M as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,467 Philip Morris shares in Q3 2026, an estimated $277K.
  • Philip Morris made up 0.1% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #215 holding.
  • Dynamic Advisor Solutions first reported a position in Philip Morris in Q4 2013 and has held it in 50 quarters since.
  • Dynamic Advisor Solutions's Philip Morris position peaked at $4.21M in Q2 2025.
  • 782 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.