Flagstone Financial Management
PM icon

Flagstone Financial Management’s Philip Morris PM Stock Holding History

Flagstone Financial 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 		$248K Hold
1,300
– – 0.05% 72
2026
Q2 		$235K Hold
1,300
– – 0.05% 70
2026
Q1 		$215K Buy
+1,300
New +$226K 0.05% 70

Other funds holding PM

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Flagstone Financial Management held its Philip Morris (PM) position steady in Q3 2026 at 1,300 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #72.

Flagstone Financial Management first reported a position in PM in Q1 2026 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Flagstone Financial Management held 1,300 shares of Philip Morris worth $248K as of Q3 2026.
  • Flagstone Financial Management left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.05% of Flagstone Financial Management's portfolio in Q3 2026, its #72 holding.
  • Flagstone Financial Management first reported a position in Philip Morris in Q1 2026 and has held it in 3 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Flagstone Financial Management's 13F filing for Q3 2026, filed 5 Nov 2026.