Fifth Third Wealth Advisors’s Philip Morris PM Stock Holding History

Fifth Third Wealth 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	$11.8M	Sell	62,049 -1,245	-2%	-$235K	0.31%	57
2026 Q2	$11.5M	Sell	63,294 -1,845	-3%	-$320K	0.32%	58
2026 Q1	$10.8M	Buy	65,139 +14,459	+29%	+$2.51M	0.36%	47
2025 Q4	$8.13M	Buy	50,680 +1,156	+2%	+$179K	0.29%	56
2025 Q3	$8.03M	Buy	49,524 +2,827	+6%	+$476K	0.3%	54
2025 Q2	$8.5M	Buy	46,697 +14,940	+47%	+$2.57M	0.36%	45
2025 Q1	$5.04M	Buy	31,757 +5,686	+22%	+$805K	0.26%	61
2024 Q4	$3.14M	Buy	26,071 +5,185	+25%	+$654K	0.17%	88
2024 Q3	$2.54M	Buy	20,886 +2,699	+15%	+$314K	0.16%	99
2024 Q2	$1.84M	Buy	18,187 +7,686	+73%	+$751K	0.14%	101
2024 Q1	$962K	Buy	10,501 +3,280	+45%	+$302K	0.15%	104
2023 Q4	$679K	Buy	7,221 +2,402	+50%	+$221K	0.22%	98
2023 Q3	$446K	Buy	+4,819	New	+$464K	0.18%	114

Other funds holding PM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Fifth Third Wealth Advisors's PM Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Philip Morris (PM) stake by 2% in Q3 2026, selling an estimated $235K and leaving 62,049 shares worth $11.8M. The position accounts for 0.31% of the portfolio, ranked #57.

Fifth Third Wealth Advisors first reported a position in PM in Q3 2023 and has held it in 13 quarters since. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Fifth Third Wealth Advisors held 62,049 shares of Philip Morris worth $11.8M as of Q3 2026.
Fifth Third Wealth Advisors sold 1,245 Philip Morris shares in Q3 2026, an estimated $235K.
Philip Morris made up 0.31% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #57 holding.
Fifth Third Wealth Advisors first reported a position in Philip Morris in Q3 2023 and has held it in 13 quarters since.
933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.