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

LeConte 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 		$904K Buy
4,736
+129
+3% +$24.4K 0.48% 41
2026
Q2 		$833K Buy
4,607
+363
+9% +$63K 0.45% 46
2026
Q1 		$702K Buy
4,244
+1,486
+54% +$258K 0.45% 41
2025
Q4 		$442K Sell
2,758
-259
-9% -$40.1K 0.29% 53
2025
Q3 		$489K Buy
3,017
+687
+29% +$116K 0.33% 45
2025
Q2 		$424K Buy
+2,330
New +$400K 0.29% 46

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

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

LeConte Wealth Management increased its Philip Morris (PM) stake by 2.8% in Q3 2026, buying an estimated $24.4K and bringing the position to 4,736 shares worth $904K. The position accounts for 0.48% of the portfolio, ranked #41.

LeConte Wealth Management first reported a position in PM in Q2 2025 and has held it in 6 quarters since. 1,016 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • LeConte Wealth Management held 4,736 shares of Philip Morris worth $904K as of Q3 2026.
  • LeConte Wealth Management bought 129 Philip Morris shares in Q3 2026, an estimated $24.4K.
  • Philip Morris made up 0.48% of LeConte Wealth Management's portfolio in Q3 2026, its #41 holding.
  • LeConte Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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