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Essential Partners’s Philip Morris PM Stock Holding History

Essential 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 		$384K Buy
2,013
+450
+29% +$85K 0.18% 110
2026
Q2 		$283K Sell
1,563
-179
-10% -$31K 0.13% 172
2026
Q1 		$288K Buy
1,742
+66
+4% +$11.5K 0.1% 227
2025
Q4 		$269K Sell
1,676
-8,008
-83% -$1.24M 0.08% 266
2025
Q3 		$1.57M Sell
9,684
-147
-1% -$24.7K 0.52% 32
2025
Q2 		$1.79M Buy
+9,831
New +$1.69M 0.71% 24

Other funds holding PM

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Essential Partners's PM Position: Q3 2026 in Review

Essential Partners increased its Philip Morris (PM) stake by 29% in Q3 2026, buying an estimated $85K and bringing the position to 2,013 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #110.

Essential Partners first reported a position in PM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.79M in Q2 2025. 337 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Essential Partners held 2,013 shares of Philip Morris worth $384K as of Q3 2026.
  • Essential Partners bought 450 Philip Morris shares in Q3 2026, an estimated $85K.
  • Philip Morris made up 0.18% of Essential Partners's portfolio in Q3 2026, its #110 holding.
  • Essential Partners first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Philip Morris position peaked at $1.79M in Q2 2025.
  • 337 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.