Focused Alpha LLC’s Philip Morris PM Stock Holding History

Focused Alpha LLC’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	$685K	Buy	+3,587	New	+$678K	0.17%	111

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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

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

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Focused Alpha LLC's PM Position: Q3 2026 in Review

Focused Alpha LLC opened a new position in Philip Morris (PM) in Q3 2026: 3,587 shares worth $685K. The stake represents 0.17% of the portfolio and ranks #111 among its holdings.

659 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Focused Alpha LLC held 3,587 shares of Philip Morris worth $685K as of Q3 2026.
Philip Morris was a new Focused Alpha LLC position in Q3 2026.
Philip Morris made up 0.17% of Focused Alpha LLC's portfolio in Q3 2026, its #111 holding.
659 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Focused Alpha LLC's 13F filing for Q3 2026, filed 20 Oct 2026.