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Farther Finance Advisors’s Philip Morris PM Stock Holding History

Farther Finance Advisors’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 		$15.6M Buy
81,642
+3,754
+5% +$709K 0.11% 159
2026
Q2 		$14.1M Buy
77,888
+16,035
+26% +$2.78M 0.11% 161
2026
Q1 		$9.73M Buy
61,853
+5,294
+9% +$920K 0.09% 196
2025
Q4 		$9.07M Buy
56,559
+15,681
+38% +$2.43M 0.1% 182
2025
Q3 		$6.63M Buy
40,878
+7,154
+21% +$1.2M 0.1% 172
2025
Q2 		$6.14M Buy
33,724
+7,059
+26% +$1.21M 0.12% 158
2025
Q1 		$4.22M Buy
26,665
+6,586
+33% +$933K 0.11% 181
2024
Q4 		$2.42M Sell
20,079
-6,533
-25% -$824K 0.09% 190
2024
Q3 		$3.23M Buy
26,612
+5,996
+29% +$697K 0.12% 143
2024
Q2 		$2.09M Buy
20,616
+2,847
+16% +$278K 0.1% 162
2024
Q1 		$1.62M Buy
17,769
+4,649
+35% +$429K 0.1% 177
2023
Q4 		$1.23M Buy
13,120
+5,721
+77% +$527K 0.09% 206
2023
Q3 		$685K Buy
7,399
+316
+4% +$30.4K 0.11% 160
2023
Q2 		$691K Buy
7,083
+5,728
+423% +$547K 0.15% 126
2023
Q1 		$132K Buy
1,355
+674
+99% +$67.2K 0.04% 338
2022
Q4 		$68.9K Buy
+681
New +$64.3K 0.03% 418

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
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's PM Position: Q3 2026 in Review

Farther Finance Advisors increased its Philip Morris (PM) stake by 4.8% in Q3 2026, buying an estimated $709K and bringing the position to 81,642 shares worth $15.6M. The position accounts for 0.11% of the portfolio, ranked #159.

Farther Finance Advisors first reported a position in PM in Q4 2022 and has held it in 16 quarters since. 122 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Farther Finance Advisors held 81,642 shares of Philip Morris worth $15.6M as of Q3 2026.
  • Farther Finance Advisors bought 3,754 Philip Morris shares in Q3 2026, an estimated $709K.
  • Philip Morris made up 0.11% of Farther Finance Advisors's portfolio in Q3 2026, its #159 holding.
  • Farther Finance Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 16 quarters since.
  • 122 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.