Instrumental Wealth
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Instrumental Wealth’s Philip Morris PM Stock Holding History

Instrumental 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 		$371K Buy
1,944
+514
+36% +$97.1K 0.18% 54
2026
Q2 		$259K Buy
+1,430
New +$248K 0.13% 68

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

Instrumental Wealth's PM Position: Q3 2026 in Review

Instrumental Wealth increased its Philip Morris (PM) stake by 36% in Q3 2026, buying an estimated $97.1K and bringing the position to 1,944 shares worth $371K. The position accounts for 0.18% of the portfolio, ranked #54.

Instrumental Wealth first reported a position in PM in Q2 2026 and has held it in 2 quarters since. 868 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Instrumental Wealth held 1,944 shares of Philip Morris worth $371K as of Q3 2026.
  • Instrumental Wealth bought 514 Philip Morris shares in Q3 2026, an estimated $97.1K.
  • Philip Morris made up 0.18% of Instrumental Wealth's portfolio in Q3 2026, its #54 holding.
  • Instrumental Wealth first reported a position in Philip Morris in Q2 2026 and has held it in 2 quarters since.
  • 868 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.