Hardy Reed
PM icon

Hardy Reed’s Philip Morris PM Stock Holding History

Hardy Reed’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 		$4.05M Buy
21,230
+10,647
+101% +$2.01M 0.26% 47
2026
Q2 		$1.91M Sell
10,583
-219
-2% -$38K 0.12% 71
2026
Q1 		$1.79M Buy
10,802
+276
+3% +$48K 0.13% 68
2025
Q4 		$1.69M Sell
10,526
-271
-3% -$42K 0.12% 70
2025
Q3 		$1.75M Buy
10,797
+346
+3% +$58.2K 0.13% 65
2025
Q2 		$1.9M Buy
10,451
+390
+4% +$67K 0.15% 62
2025
Q1 		$1.6M Sell
10,061
-8,286
-45% -$1.17M 0.14% 67
2024
Q4 		$2.21M Buy
18,347
+12
+0.1% +$1.51K 0.19% 50
2024
Q3 		$2.23M Buy
18,335
+6,185
+51% +$719K 0.2% 52
2024
Q2 		$1.23M Buy
+12,150
New +$1.19M 0.12% 83

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

Hardy Reed's PM Position: Q3 2026 in Review

Hardy Reed increased its Philip Morris (PM) stake by 101% in Q3 2026, buying an estimated $2.01M and bringing the position to 21,230 shares worth $4.05M. The position accounts for 0.26% of the portfolio, ranked #47.

Hardy Reed first reported a position in PM in Q2 2024 and has held it in 10 quarters since. 1,836 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Hardy Reed held 21,230 shares of Philip Morris worth $4.05M as of Q3 2026.
  • Hardy Reed bought 10,647 Philip Morris shares in Q3 2026, an estimated $2.01M.
  • Philip Morris made up 0.26% of Hardy Reed's portfolio in Q3 2026, its #47 holding.
  • Hardy Reed first reported a position in Philip Morris in Q2 2024 and has held it in 10 quarters since.
  • 1,836 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.