Hoxton Planning & Management
PM icon

Hoxton Planning & Management’s Philip Morris PM Stock Holding History

Hoxton Planning & Management’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 		$240K Buy
1,256
+42
+3% +$7.94K 0.06% 197
2026
Q2 		$220K Buy
1,214
+3
+0.2% +$520 0.06% 218
2026
Q1 		$200K Buy
+1,211
New +$210K 0.06% 214
2025
Q3 		– Sell
-1,150
Closed -$209K – 227
2025
Q2 		$209K Buy
+1,150
New +$197K 0.07% 196

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Hoxton Planning & Management's PM Position: Q3 2026 in Review

Hoxton Planning & Management increased its Philip Morris (PM) stake by 3.5% in Q3 2026, buying an estimated $7.94K and bringing the position to 1,256 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #197.

Hoxton Planning & Management first reported a position in PM in Q2 2025 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Hoxton Planning & Management held 1,256 shares of Philip Morris worth $240K as of Q3 2026.
  • Hoxton Planning & Management bought 42 Philip Morris shares in Q3 2026, an estimated $7.94K.
  • Philip Morris made up 0.06% of Hoxton Planning & Management's portfolio in Q3 2026, its #197 holding.
  • Hoxton Planning & Management first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.