Finer Wealth Management
PM icon

Finer Wealth Management’s Philip Morris PM Stock Holding History

Finer Wealth Management’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 		$240K Hold
1,258
– – 0.09% 85
2026
Q2 		$228K Hold
1,258
– – 0.1% 86
2026
Q1 		$208K Hold
1,258
– – 0.1% 85
2025
Q4 		$202K Hold
1,258
– – 0.1% 80
2025
Q3 		$204K Hold
1,258
– – 0.1% 84
2025
Q2 		$229K Buy
+1,258
New +$216K 0.12% 82
2024
Q2 		– Sell
-2,243
Closed -$206K – 78
2024
Q1 		$206K Hold
2,243
– – 0.14% 75
2023
Q4 		$211K Hold
2,243
– – 0.16% 78
2023
Q3 		$208K Hold
2,243
– – 0.17% 80
2023
Q2 		$219K Hold
2,243
– – 0.17% 79
2023
Q1 		$218K Buy
+2,243
New +$224K 0.18% 78

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Sumitomo Mitsui Trust Group
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Finer Wealth Management's PM Position: Q3 2026 in Review

Finer Wealth Management held its Philip Morris (PM) position steady in Q3 2026 at 1,258 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #85.

Finer Wealth Management first reported a position in PM in Q1 2023 and has held it in 11 quarters since. 1,630 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Finer Wealth Management held 1,258 shares of Philip Morris worth $240K as of Q3 2026.
  • Finer Wealth Management left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.09% of Finer Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Finer Wealth Management first reported a position in Philip Morris in Q1 2023 and has held it in 11 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.