Highline Wealth Partners
PM icon

Highline Wealth Partners’s Philip Morris PM Stock Holding History

Highline Wealth 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 		$129K Buy
674
+264
+64% +$49.9K 0.02% 161
2026
Q2 		$74.1K Sell
410
-15
-4% -$2.6K 0.02% 198
2026
Q1 		$70.3K Buy
425
+64
+18% +$11.1K 0.02% 139
2025
Q4 		$57.9K Buy
361
+7
+2% +$1.08K 0.02% 127
2025
Q3 		$57.5K Buy
354
+129
+57% +$21.7K 0.02% 153
2025
Q2 		$40.9K Buy
225
+19
+9% +$3.26K 0.01% 156
2025
Q1 		$32.7K Sell
206
-19
-8% -$2.69K 0.01% 161
2024
Q4 		$27.1K Buy
225
+44
+24% +$5.55K 0.01% 162
2024
Q3 		$22K Buy
181
+10
+6% +$1.16K 0.01% 183
2024
Q2 		$17.4K Buy
171
+89
+109% +$8.7K 0.01% 174
2024
Q1 		$7.54K Hold
82
– – ﹤0.01% 245
2023
Q4 		$7.74K Hold
82
– – ﹤0.01% 222
2023
Q3 		$7.61K Hold
82
– – ﹤0.01% 205
2023
Q2 		$8.01K Hold
82
– – 0.01% 167
2023
Q1 		$7.98K Sell
82
-285
-78% -$28.4K 0.01% 167
2022
Q4 		$37.1K Buy
367
+285
+348% +$26.9K 0.03% 112
2022
Q3 		$6.81K Buy
+82
New +$7.82K 0.01% 151

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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Highline Wealth Partners's PM Position: Q3 2026 in Review

Highline Wealth Partners increased its Philip Morris (PM) stake by 64% in Q3 2026, buying an estimated $49.9K and bringing the position to 674 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #161.

Highline Wealth Partners first reported a position in PM in Q3 2022 and has held it in 17 quarters since. 1,198 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Highline Wealth Partners held 674 shares of Philip Morris worth $129K as of Q3 2026.
  • Highline Wealth Partners bought 264 Philip Morris shares in Q3 2026, an estimated $49.9K.
  • Philip Morris made up 0.02% of Highline Wealth Partners's portfolio in Q3 2026, its #161 holding.
  • Highline Wealth Partners first reported a position in Philip Morris in Q3 2022 and has held it in 17 quarters since.
  • 1,198 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.