Leslie Global Wealth
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Leslie Global Wealth’s Philip Morris PM Stock Holding History

Leslie Global 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 		$773K Buy
4,049
+2,049
+102% +$387K 0.28% 36
2026
Q2 		$223K Sell
2,000
-2,049
-51% -$355K 0.09% 84
2026
Q1 		$669K Buy
4,049
+19
+0.5% +$3.3K 0.35% 31
2025
Q4 		$646K Sell
4,030
-3
-0.1% -$465 0.29% 34
2025
Q3 		$654K Buy
4,033
+11
+0.3% +$1.85K 0.31% 32
2025
Q2 		$733K Buy
+4,022
New +$691K 0.39% 29

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Leslie Global Wealth's PM Position: Q3 2026 in Review

Leslie Global Wealth increased its Philip Morris (PM) stake by 102% in Q3 2026, buying an estimated $387K and bringing the position to 4,049 shares worth $773K. The position accounts for 0.28% of the portfolio, ranked #36.

Leslie Global Wealth first reported a position in PM in Q2 2025 and has held it in 6 quarters since. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Leslie Global Wealth held 4,049 shares of Philip Morris worth $773K as of Q3 2026.
  • Leslie Global Wealth bought 2,049 Philip Morris shares in Q3 2026, an estimated $387K.
  • Philip Morris made up 0.28% of Leslie Global Wealth's portfolio in Q3 2026, its #36 holding.
  • Leslie Global Wealth first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.