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Elevation Wealth Partners’s Philip Morris PM Stock Holding History

Elevation Wealth Partners’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 		$116K Buy
610
+48
+9% +$9.07K 0.03% 187
2026
Q2 		$102K Buy
562
+353
+169% +$61.2K 0.03% 189
2026
Q1 		$34.6K Buy
209
+87
+71% +$15.1K 0.01% 290
2025
Q4 		$19.6K Buy
122
+10
+9% +$1.55K 0.01% 373
2025
Q3 		$18.2K Buy
112
+106
+1,767% +$17.8K 0.01% 340
2025
Q2 		$1.09K Hold
6
– – ﹤0.01% 440
2025
Q1 		$953 Hold
6
– – ﹤0.01% 446
2024
Q4 		$723 Hold
6
– – ﹤0.01% 455
2024
Q3 		$729 Hold
6
– – ﹤0.01% 441
2024
Q2 		$608 Sell
6
-7
-54% -$684 ﹤0.01% 472
2024
Q1 		$1.19K Buy
+13
New +$1.2K ﹤0.01% 430

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elevation Wealth Partners's PM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Philip Morris (PM) stake by 8.5% in Q3 2026, buying an estimated $9.07K and bringing the position to 610 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #187.

Elevation Wealth Partners first reported a position in PM in Q1 2024 and has held it in 11 quarters since. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Elevation Wealth Partners held 610 shares of Philip Morris worth $116K as of Q3 2026.
  • Elevation Wealth Partners bought 48 Philip Morris shares in Q3 2026, an estimated $9.07K.
  • Philip Morris made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #187 holding.
  • Elevation Wealth Partners first reported a position in Philip Morris in Q1 2024 and has held it in 11 quarters since.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.