Fee-Only Financial Planning’s Philip Morris PM Stock Holding History

Fee-Only Financial Planning’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	$1.46M	Hold	7,666	–	–	0.8%	15
2026 Q2	$1.39M	Hold	7,666	–	–	0.74%	15
2026 Q1	$1.27M	Sell	7,666 -60	-0.8%	-$10.4K	0.77%	16
2025 Q4	$1.24M	Hold	7,726	–	–	0.72%	16
2025 Q3	$1.25M	Sell	7,726 -150	-2%	-$25.2K	0.73%	15
2025 Q2	$1.43M	Hold	7,876	–	–	0.89%	15
2025 Q1	$1.25M	Sell	7,876 -1,000	-11%	-$142K	0.85%	15
2024 Q4	$1.07M	Hold	8,876	–	–	0.69%	15
2024 Q3	$1.08M	Sell	8,876 -176	-2%	-$20.4K	0.69%	15
2024 Q2	$917K	Hold	9,052	–	–	0.62%	17
2024 Q1	$829K	Sell	9,052 -300	-3%	-$27.7K	0.56%	17
2023 Q4	$880K	Hold	9,352	–	–	0.64%	17
2023 Q3	$866K	Hold	9,352	–	–	0.7%	17
2023 Q2	$913K	Hold	9,352	–	–	0.7%	19
2023 Q1	$909K	Hold	9,352	–	–	0.74%	17
2022 Q4	$947K	Buy	+9,352	New	+$883K	0.79%	16

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

Fee-Only Financial Planning's PM Position: Q3 2026 in Review

Fee-Only Financial Planning held its Philip Morris (PM) position steady in Q3 2026 at 7,666 shares worth $1.46M. The position accounts for 0.8% of the portfolio, ranked #15.

Fee-Only Financial Planning first reported a position in PM in Q4 2022 and has held it in 16 quarters since. 1,272 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Fee-Only Financial Planning held 7,666 shares of Philip Morris worth $1.46M as of Q3 2026.
Fee-Only Financial Planning left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.8% of Fee-Only Financial Planning's portfolio in Q3 2026, its #15 holding.
Fee-Only Financial Planning first reported a position in Philip Morris in Q4 2022 and has held it in 16 quarters since.
1,272 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.