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Intelligence Driven Advisers’s Philip Morris PM Stock Holding History

Intelligence Driven Advisers’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 		$237K Buy
+1,244
New +$235K 0.04% 124
2022
Q1 		– Sell
-3,305
Closed -$338K – 96
2021
Q4 		$338K Buy
3,305
+165
+5% +$15.4K 0.06% 70
2021
Q3 		$303K Sell
3,140
-1,210
-28% -$122K 0.07% 63
2021
Q2 		$431K Buy
+4,350
New +$417K 0.08% 66

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers's PM Position: Q3 2026 in Review

Intelligence Driven Advisers opened a new position in Philip Morris (PM) in Q3 2026: 1,244 shares worth $237K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings. This is a return to the name: Intelligence Driven Advisers previously reported a position in PM as recently as Q4 2021.

Intelligence Driven Advisers first reported a position in PM in Q2 2021 and has held it in 4 quarters since. The position peaked at $431K in Q2 2021. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Intelligence Driven Advisers held 1,244 shares of Philip Morris worth $237K as of Q3 2026.
  • Philip Morris was a new Intelligence Driven Advisers position in Q3 2026.
  • Philip Morris made up 0.04% of Intelligence Driven Advisers's portfolio in Q3 2026, its #124 holding.
  • Intelligence Driven Advisers first reported a position in Philip Morris in Q2 2021 and has held it in 4 quarters since.
  • Intelligence Driven Advisers's Philip Morris position peaked at $431K in Q2 2021.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.