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Latitude Advisors’s Philip Morris PM Stock Holding History

Latitude 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 		$534K Buy
2,798
+246
+10% +$46.5K 0.17% 126
2026
Q2 		$462K Buy
2,552
+497
+24% +$86.2K 0.18% 129
2026
Q1 		$340K Sell
2,055
-414
-17% -$71.9K 0.16% 153
2025
Q4 		$396K Buy
2,469
+144
+6% +$22.3K 0.17% 131
2025
Q3 		$377K Sell
2,325
-137
-6% -$23K 0.17% 121
2025
Q2 		$448K Sell
2,462
-99
-4% -$17K 0.23% 101
2025
Q1 		$407K Buy
2,561
+96
+4% +$13.6K 0.24% 100
2024
Q4 		$297K Sell
2,465
-117
-5% -$14.8K 0.17% 134
2024
Q3 		$313K Sell
2,582
-5
-0.2% -$581 0.18% 129
2024
Q2 		$262K Buy
2,587
+48
+2% +$4.69K 0.16% 135
2024
Q1 		$233K Buy
2,539
+315
+14% +$29K 0.15% 150
2023
Q4 		$209K Sell
2,224
-76
-3% -$7K 0.15% 156
2023
Q3 		$213K Sell
2,300
-393
-15% -$37.8K 0.15% 151
2023
Q2 		$263K Sell
2,693
-2,661
-50% -$254K 0.18% 125
2023
Q1 		$521K Buy
5,354
+424
+9% +$42.3K 0.38% 63
2022
Q4 		$499K Sell
4,930
-697
-12% -$65.8K 0.37% 59
2022
Q3 		$467K Buy
5,627
+117
+2% +$11.2K 0.39% 56
2022
Q2 		$544K Sell
5,510
-10,504
-66% -$1.07M 0.5% 47
2022
Q1 		$1.5M Buy
16,014
+8,996
+128% +$900K 0.34% 64
2021
Q4 		$667K Sell
7,018
-874
-11% -$81.7K 0.19% 115
2021
Q3 		$748K Buy
7,892
+4,033
+105% +$406K 0.24% 83
2021
Q2 		$382K Buy
3,859
+3
+0.1% +$288 0.28% 86
2021
Q1 		$342K Buy
+3,856
New +$327K 0.28% 90

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Latitude Advisors's PM Position: Q3 2026 in Review

Latitude Advisors increased its Philip Morris (PM) stake by 9.6% in Q3 2026, buying an estimated $46.5K and bringing the position to 2,798 shares worth $534K. The position accounts for 0.17% of the portfolio, ranked #126.

Latitude Advisors first reported a position in PM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.5M in Q1 2022. 2,040 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Latitude Advisors held 2,798 shares of Philip Morris worth $534K as of Q3 2026.
  • Latitude Advisors bought 246 Philip Morris shares in Q3 2026, an estimated $46.5K.
  • Philip Morris made up 0.17% of Latitude Advisors's portfolio in Q3 2026, its #126 holding.
  • Latitude Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 23 quarters since.
  • Latitude Advisors's Philip Morris position peaked at $1.5M in Q1 2022.
  • 2,040 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.