IFS Advisors
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IFS Advisors’s Philip Morris PM Stock Holding History

IFS Advisors’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 		$183K Buy
957
+520
+119% +$98.2K 0.06% 114
2026
Q2 		$79.1K Hold
437
– – 0.04% 48
2026
Q1 		$72.3K Buy
+437
New +$75.9K 0.04% 45
2025
Q2 		– Sell
-500
Closed -$79.4K – 195
2025
Q1 		$79.4K Hold
500
– – 0.06% 35
2024
Q4 		$60.2K Buy
+500
New +$63.1K 0.05% 39

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

IFS Advisors's PM Position: Q3 2026 in Review

IFS Advisors increased its Philip Morris (PM) stake by 119% in Q3 2026, buying an estimated $98.2K and bringing the position to 957 shares worth $183K. The position accounts for 0.06% of the portfolio, ranked #114.

IFS Advisors first reported a position in PM in Q4 2024 and has held it in 5 quarters since. 956 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • IFS Advisors held 957 shares of Philip Morris worth $183K as of Q3 2026.
  • IFS Advisors bought 520 Philip Morris shares in Q3 2026, an estimated $98.2K.
  • Philip Morris made up 0.06% of IFS Advisors's portfolio in Q3 2026, its #114 holding.
  • IFS Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 5 quarters since.
  • 956 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.