HF Advisory Group’s Philip Morris PM Stock Holding History

HF Advisory Group’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	$3.46M	Sell	18,154 -3,230	-15%	-$610K	1.03%	36
2026 Q2	$3.87M	Buy	21,384 +210	+1%	+$36.4K	1.2%	24
2026 Q1	$3.5M	Sell	21,174 -3,624	-15%	-$630K	1.19%	23
2025 Q4	$3.98M	Buy	24,798 +5,402	+28%	+$837K	1.39%	17
2025 Q3	$3.15M	Buy	19,396 +6,943	+56%	+$1.17M	1.16%	23
2025 Q2	$2.27M	Sell	12,453 -2,943	-19%	-$505K	0.9%	40
2025 Q1	$2.44M	Buy	15,396 +398	+3%	+$56.4K	1.07%	30
2024 Q4	$1.81M	Buy	14,998 +561	+4%	+$70.8K	0.83%	43
2024 Q3	$1.75M	Buy	14,437 +710	+5%	+$82.5K	0.81%	44
2024 Q2	$1.39M	Buy	13,727 +2,515	+22%	+$246K	0.72%	51
2024 Q1	$1.03M	Buy	11,212 +3,354	+43%	+$309K	0.57%	66
2023 Q4	$739K	Buy	7,858 +836	+12%	+$77K	0.47%	78
2023 Q3	$667K	Buy	7,022 +3,471	+98%	+$334K	0.49%	74
2023 Q2	$347K	Buy	+3,551	New	+$339K	0.27%	108

Other funds holding PM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

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

HF Advisory Group's PM Position: Q3 2026 in Review

HF Advisory Group reduced its Philip Morris (PM) stake by 15% in Q3 2026, selling an estimated $610K and leaving 18,154 shares worth $3.46M. The position accounts for 1.03% of the portfolio, ranked #36.

HF Advisory Group first reported a position in PM in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.98M in Q4 2025. 597 funds tracked by Wall St. Rank hold PM as of Q3 2026.

HF Advisory Group held 18,154 shares of Philip Morris worth $3.46M as of Q3 2026.
HF Advisory Group sold 3,230 Philip Morris shares in Q3 2026, an estimated $610K.
Philip Morris made up 1.03% of HF Advisory Group's portfolio in Q3 2026, its #36 holding.
HF Advisory Group first reported a position in Philip Morris in Q2 2023 and has held it in 14 quarters since.
HF Advisory Group's Philip Morris position peaked at $3.98M in Q4 2025.
597 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.