Financial Council
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Financial Council’s Philip Morris PM Stock Holding History

Financial Council’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 		$217K Hold
1,137
– – 0.07% 105
2026
Q2 		$206K Buy
+1,137
New +$197K 0.07% 104
2025
Q3 		– Sell
-1,137
Closed -$207K – 97
2025
Q2 		$207K Buy
+1,137
New +$195K 0.1% 89
2022
Q1 		– Sell
-2,996
Closed -$285K – 46
2021
Q4 		$285K Buy
2,996
+7
+0.2% +$654 0.34% 36
2021
Q3 		$283K Buy
+2,989
New +$301K 0.4% 35

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Financial Council's PM Position: Q3 2026 in Review

Financial Council held its Philip Morris (PM) position steady in Q3 2026 at 1,137 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #105.

Financial Council first reported a position in PM in Q3 2021 and has held it in 5 quarters since. The position peaked at $285K in Q4 2021. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Financial Council held 1,137 shares of Philip Morris worth $217K as of Q3 2026.
  • Financial Council left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.07% of Financial Council's portfolio in Q3 2026, its #105 holding.
  • Financial Council first reported a position in Philip Morris in Q3 2021 and has held it in 5 quarters since.
  • Financial Council's Philip Morris position peaked at $285K in Q4 2021.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.