High Net Worth Advisory Group’s Philip Morris PM Stock Holding History

High Net Worth 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	$1.52M	Hold	7,967	–	–	0.32%	69
2026 Q2	$1.44M	Buy	7,967 +41	+0.5%	+$7.11K	0.31%	74
2026 Q1	$1.31M	Hold	7,926	–	–	0.31%	77
2025 Q4	$1.27M	Hold	7,926	–	–	0.29%	78
2025 Q3	$1.29M	Hold	7,926	–	–	0.31%	74
2025 Q2	$1.44M	Hold	7,926	–	–	0.38%	58
2025 Q1	$1.26M	Hold	7,926	–	–	0.36%	67
2024 Q4	$954K	Hold	7,926	–	–	0.27%	85
2024 Q3	$962K	Hold	7,926	–	–	0.26%	88
2024 Q2	$803K	Hold	7,926	–	–	0.24%	88
2024 Q1	$726K	Buy	7,926 +462	+6%	+$42.6K	0.23%	95
2023 Q4	$702K	Hold	7,464	–	–	0.26%	89
2023 Q3	$691K	Hold	7,464	–	–	0.28%	86
2023 Q2	$729K	Buy	7,464 +38	+0.5%	+$3.63K	0.28%	85
2023 Q1	$722K	Hold	7,426	–	–	0.29%	87
2022 Q4	$752K	Hold	7,426	–	–	0.29%	84
2022 Q3	$616K	Buy	7,426 +500	+7%	+$47.7K	0.26%	88
2022 Q2	$684K	Hold	6,926	–	–	0.28%	85
2022 Q1	$651K	Buy	6,926 +1,000	+17%	+$100K	0.24%	89
2021 Q4	$563K	Buy	+5,926	New	+$554K	0.2%	102

Other funds holding PM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

High Net Worth Advisory Group's PM Position: Q3 2026 in Review

High Net Worth Advisory Group held its Philip Morris (PM) position steady in Q3 2026 at 7,967 shares worth $1.52M. The position accounts for 0.32% of the portfolio, ranked #69.

High Net Worth Advisory Group first reported a position in PM in Q4 2021 and has held it in 20 quarters since. 1,947 funds tracked by Wall St. Rank hold PM as of Q3 2026.

High Net Worth Advisory Group held 7,967 shares of Philip Morris worth $1.52M as of Q3 2026.
High Net Worth Advisory Group left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.32% of High Net Worth Advisory Group's portfolio in Q3 2026, its #69 holding.
High Net Worth Advisory Group first reported a position in Philip Morris in Q4 2021 and has held it in 20 quarters since.
1,947 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.