HORAN Wealth
PM icon

HORAN Wealth’s Philip Morris PM Stock Holding History

HORAN Wealth’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 		$359K Sell
1,884
-677
-26% -$128K 0.04% 211
2026
Q2 		$463K Buy
2,561
+1,335
+109% +$232K 0.06% 148
2026
Q1 		$203K Buy
+1,226
New +$213K 0.02% 194
2025
Q4 		– Sell
-2,419
Closed -$392K – 194
2025
Q3 		$392K Buy
2,419
+1,198
+98% +$202K 0.06% 144
2025
Q2 		$222K Buy
+1,221
New +$210K 0.07% 112

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

HORAN Wealth's PM Position: Q3 2026 in Review

HORAN Wealth reduced its Philip Morris (PM) stake by 26% in Q3 2026, selling an estimated $128K and leaving 1,884 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #211.

HORAN Wealth first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $463K in Q2 2026. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • HORAN Wealth held 1,884 shares of Philip Morris worth $359K as of Q3 2026.
  • HORAN Wealth sold 677 Philip Morris shares in Q3 2026, an estimated $128K.
  • Philip Morris made up 0.04% of HORAN Wealth's portfolio in Q3 2026, its #211 holding.
  • HORAN Wealth first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Philip Morris position peaked at $463K in Q2 2026.
  • 2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.