Maia Wealth’s Philip Morris PM Stock Holding History

Maia 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	$569K	Sell	2,983 -1,008	-25%	-$190K	0.08%	198
2026 Q2	$722K	Sell	3,991 -560	-12%	-$97.1K	0.11%	176
2026 Q1	$753K	Sell	4,551 -170	-4%	-$29.5K	0.13%	170
2025 Q4	$892K	Buy	4,721 +227	+5%	+$35.2K	0.15%	151
2025 Q3	$697K	Buy	4,494 +279	+7%	+$46.9K	0.12%	179
2025 Q2	$768K	Sell	4,215 -437	-9%	-$75K	0.15%	156
2025 Q1	$733K	Sell	4,652 -168	-3%	-$23.8K	0.17%	138
2024 Q4	$629K	Buy	4,820 +1,111	+30%	+$140K	0.14%	145
2024 Q3	$493K	Buy	3,709 +1,156	+45%	+$134K	0.12%	150
2024 Q2	$268K	Buy	+2,553	New	+$250K	0.08%	177

Other funds holding PM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Maia Wealth's PM Position: Q3 2026 in Review

Maia Wealth reduced its Philip Morris (PM) stake by 25% in Q3 2026, selling an estimated $190K and leaving 2,983 shares worth $569K. The position accounts for 0.08% of the portfolio, ranked #198.

Maia Wealth first reported a position in PM in Q2 2024 and has held it in 10 quarters since. The position peaked at $892K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Maia Wealth held 2,983 shares of Philip Morris worth $569K as of Q3 2026.
Maia Wealth sold 1,008 Philip Morris shares in Q3 2026, an estimated $190K.
Philip Morris made up 0.08% of Maia Wealth's portfolio in Q3 2026, its #198 holding.
Maia Wealth first reported a position in Philip Morris in Q2 2024 and has held it in 10 quarters since.
Maia Wealth's Philip Morris position peaked at $892K in Q4 2025.
1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.