Forza Wealth Management
PM icon

Forza Wealth Management’s Philip Morris PM Stock Holding History

Forza 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 		$309K Hold
1,619
– – 0.09% 166
2026
Q2 		$293K Hold
1,619
– – 0.09% 168
2026
Q1 		$268K Hold
1,619
– – 0.09% 169
2025
Q4 		$260K Hold
1,619
– – 0.09% 167
2025
Q3 		$263K Hold
1,619
– – 0.1% 170
2025
Q2 		$295K Sell
1,619
-70
-4% -$12K 0.12% 159
2025
Q1 		$268K Hold
1,689
– – 0.12% 157
2024
Q4 		$203K Hold
1,689
– – 0.09% 179
2024
Q3 		$205K Buy
+1,689
New +$196K 0.09% 177

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

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

Forza Wealth Management held its Philip Morris (PM) position steady in Q3 2026 at 1,619 shares worth $309K. The position accounts for 0.09% of the portfolio, ranked #166.

Forza Wealth Management first reported a position in PM in Q3 2024 and has held it in 9 quarters since. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Forza Wealth Management held 1,619 shares of Philip Morris worth $309K as of Q3 2026.
  • Forza Wealth Management left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.09% of Forza Wealth Management's portfolio in Q3 2026, its #166 holding.
  • Forza Wealth Management first reported a position in Philip Morris in Q3 2024 and has held it in 9 quarters since.
  • 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.