Guardian Partners
PM icon

Guardian Partners’s Philip Morris PM Stock Holding History

Guardian Partners’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 		$1.16M Sell
6,082
-966
-14% -$183K 0.1% 112
2026
Q2 		$1.28M Sell
7,048
-393
-5% -$68.2K 0.12% 95
2026
Q1 		$1.23M Buy
7,441
+1
+0% +$174 0.1% 110
2025
Q4 		$1.34M Buy
7,440
+1,715
+30% +$266K 0.11% 112
2025
Q3 		$921K Hold
5,725
– – 0.08% 118
2025
Q2 		$1.02M Hold
5,725
– – 0.09% 114
2025
Q1 		$962K Sell
5,725
-50
-0.9% -$7.08K 0.1% 108
2024
Q4 		$704K Buy
+5,775
New +$729K 0.07% 115

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Guardian Partners's PM Position: Q3 2026 in Review

Guardian Partners reduced its Philip Morris (PM) stake by 14% in Q3 2026, selling an estimated $183K and leaving 6,082 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #112.

Guardian Partners first reported a position in PM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2025. 1,329 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Guardian Partners held 6,082 shares of Philip Morris worth $1.16M as of Q3 2026.
  • Guardian Partners sold 966 Philip Morris shares in Q3 2026, an estimated $183K.
  • Philip Morris made up 0.1% of Guardian Partners's portfolio in Q3 2026, its #112 holding.
  • Guardian Partners first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
  • Guardian Partners's Philip Morris position peaked at $1.34M in Q4 2025.
  • 1,329 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.