Howard Financial Services
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Howard Financial Services’s Philip Morris PM Stock Holding History

Howard Financial Services’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 		$796K Buy
4,169
+165
+4% +$31.2K 0.08% 101
2026
Q2 		$724K Sell
4,004
-1,452
-27% -$252K 0.08% 107
2026
Q1 		$902K Buy
5,456
+458
+9% +$79.6K 0.1% 84
2025
Q4 		$802K Buy
4,998
+217
+5% +$33.6K 0.09% 85
2025
Q3 		$776K Buy
4,781
+90
+2% +$15.1K 0.09% 76
2025
Q2 		$854K Buy
4,691
+125
+3% +$21.5K 0.11% 68
2025
Q1 		$725K Buy
4,566
+753
+20% +$107K 0.1% 82
2024
Q4 		$459K Sell
3,813
-181
-5% -$22.8K 0.06% 108
2024
Q3 		$485K Hold
3,994
– – 0.07% 94
2024
Q2 		$405K Buy
3,994
+83
+2% +$8.12K 0.07% 97
2024
Q1 		$358K Sell
3,911
-455
-10% -$42K 0.06% 109
2023
Q4 		$411K Buy
4,366
+90
+2% +$8.29K 0.08% 97
2023
Q3 		$396K Hold
4,276
– – 0.09% 92
2023
Q2 		$417K Hold
4,276
– – 0.1% 88
2023
Q1 		$416K Hold
4,276
– – 0.1% 84
2022
Q4 		$433K Buy
4,276
+180
+4% +$17K 0.11% 80
2022
Q3 		$340K Hold
4,096
– – 0.11% 84
2022
Q2 		$404K Sell
4,096
-37
-0.9% -$3.77K 0.14% 69
2022
Q1 		$388K Buy
4,133
+432
+12% +$43.2K 0.11% 78
2021
Q4 		$352K Buy
3,701
+55
+2% +$5.14K 0.11% 83
2021
Q3 		$346K Hold
3,646
– – 0.13% 79
2021
Q2 		$361K Hold
3,646
– – 0.14% 80
2021
Q1 		$324K Hold
3,646
– – 0.15% 85
2020
Q4 		$302K Sell
3,646
-250
-6% -$19.5K 0.16% 80
2020
Q3 		$292K Hold
3,896
– – 0.19% 67
2020
Q2 		$273K Sell
3,896
-73
-2% -$5.32K 0.19% 64
2020
Q1 		$290K Sell
3,969
-104
-3% -$8.56K 0.26% 53
2019
Q4 		$347K Buy
4,073
+50
+1% +$4.12K 0.21% 64
2019
Q3 		$305K Buy
4,023
+1
+0% +$79 0.2% 65
2019
Q2 		$316K Buy
4,022
+1
+0% +$83 0.22% 64
2019
Q1 		$355K Sell
4,021
-24
-0.6% -$1.93K 0.25% 59
2018
Q4 		$270K Buy
+4,045
New +$338K 0.21% 67

Other funds holding PM

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Howard Financial Services's PM Position: Q3 2026 in Review

Howard Financial Services increased its Philip Morris (PM) stake by 4.1% in Q3 2026, buying an estimated $31.2K and bringing the position to 4,169 shares worth $796K. The position accounts for 0.08% of the portfolio, ranked #101.

Howard Financial Services first reported a position in PM in Q4 2018 and has held it in 32 quarters since. The position peaked at $902K in Q1 2026. 1,768 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Howard Financial Services held 4,169 shares of Philip Morris worth $796K as of Q3 2026.
  • Howard Financial Services bought 165 Philip Morris shares in Q3 2026, an estimated $31.2K.
  • Philip Morris made up 0.08% of Howard Financial Services's portfolio in Q3 2026, its #101 holding.
  • Howard Financial Services first reported a position in Philip Morris in Q4 2018 and has held it in 32 quarters since.
  • Howard Financial Services's Philip Morris position peaked at $902K in Q1 2026.
  • 1,768 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.