Harmony Asset Management
PM icon

Harmony Asset Management’s Philip Morris PM Stock Holding History

Harmony Asset 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 		$240K Sell
1,260
-20
-2% -$3.78K 0.06% 188
2026
Q2 		$232K Sell
1,280
-15
-1% -$2.6K 0.06% 189
2026
Q1 		$214K Buy
+1,295
New +$225K 0.07% 186

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Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
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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
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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

Harmony Asset Management's PM Position: Q3 2026 in Review

Harmony Asset Management reduced its Philip Morris (PM) stake by 1.6% in Q3 2026, selling an estimated $3.78K and leaving 1,260 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #188.

Harmony Asset Management first reported a position in PM in Q1 2026 and has held it in 3 quarters since. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Harmony Asset Management held 1,260 shares of Philip Morris worth $240K as of Q3 2026.
  • Harmony Asset Management sold 20 Philip Morris shares in Q3 2026, an estimated $3.78K.
  • Philip Morris made up 0.06% of Harmony Asset Management's portfolio in Q3 2026, its #188 holding.
  • Harmony Asset Management first reported a position in Philip Morris in Q1 2026 and has held it in 3 quarters since.
  • 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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