Koa Wealth Management
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Koa Wealth Management’s Philip Morris PM Stock Holding History

Koa Wealth 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 		$3.24M Sell
16,983
-509
-3% -$96.2K 2.1% 14
2026
Q2 		$3.16M Buy
17,492
+86
+0.5% +$14.9K 2.15% 14
2026
Q1 		$2.88M Sell
17,406
-1,780
-9% -$309K 2.08% 13
2025
Q4 		$3.08M Buy
19,186
+2,322
+14% +$360K 2.11% 14
2025
Q3 		$2.74M Buy
16,864
+1,377
+9% +$232K 2.03% 15
2025
Q2 		$2.82M Sell
15,487
-1,856
-11% -$319K 2.24% 13
2025
Q1 		$2.75M Sell
17,343
-3,553
-17% -$503K 2.22% 13
2024
Q4 		$2.51M Sell
20,896
-784
-4% -$98.9K 2.06% 13
2024
Q3 		$2.63M Sell
21,680
-3,306
-13% -$384K 2.03% 15
2024
Q2 		$2.53M Sell
24,986
-111
-0.4% -$10.9K 2.14% 14
2024
Q1 		$2.3M Buy
25,097
+4,237
+20% +$391K 2.07% 19
2023
Q4 		$1.96M Buy
+20,860
New +$1.92M 1.94% 18

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Koa Wealth Management's PM Position: Q3 2026 in Review

Koa Wealth Management reduced its Philip Morris (PM) stake by 2.9% in Q3 2026, selling an estimated $96.2K and leaving 16,983 shares worth $3.24M. The position accounts for 2.1% of the portfolio, ranked #14.

Koa Wealth Management first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 1,329 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Koa Wealth Management held 16,983 shares of Philip Morris worth $3.24M as of Q3 2026.
  • Koa Wealth Management sold 509 Philip Morris shares in Q3 2026, an estimated $96.2K.
  • Philip Morris made up 2.1% of Koa Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Koa Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.