Financial Management Network
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Financial Management Network’s Philip Morris PM Stock Holding History

Financial Management Network’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 		– Sell
-1,037
Closed -$200K – 217
2026
Q2 		$200K Buy
+1,037
New +$180K 0.03% 210
2026
Q1 		– Sell
-1,331
Closed -$213K – 200
2025
Q4 		$213K Buy
+1,331
New +$206K 0.03% 173
2025
Q3 		– Sell
-1,164
Closed -$208K – 194
2025
Q2 		$208K Buy
+1,164
New +$200K 0.04% 170

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Financial Management Network's PM Position: Q3 2026 in Review

Financial Management Network sold out of Philip Morris (PM) in Q3 2026, closing a stake of 1,037 shares — an estimated $200K sold.

Financial Management Network first reported a position in PM in Q2 2025 and held it in 3 quarters. The position peaked at $213K in Q4 2025. 963 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Financial Management Network reported no remaining Philip Morris position as of Q3 2026 after selling out during the quarter.
  • Financial Management Network sold 1,037 Philip Morris shares in Q3 2026, an estimated $200K.
  • Financial Management Network first reported a position in Philip Morris in Q2 2025 and held it in 3 quarters.
  • Financial Management Network's Philip Morris position peaked at $213K in Q4 2025.
  • 963 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.