Mascoma Wealth Management’s Philip Morris PM Stock Holding History

Mascoma 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	–	Sell	-5	Closed	-$905	–	638
2026 Q2	$905	Buy	+5	New	+$867	﹤0.01%	515
2023 Q2	–	Sell	-127	Closed	-$12.7K	–	562
2023 Q1	$12.7K	Buy	127 +96	+310%	+$9.6K	﹤0.01%	383
2022 Q4	$3.14K	Hold	31	–	–	﹤0.01%	539
2022 Q3	$3K	Hold	31	–	–	﹤0.01%	540
2022 Q2	$3K	Sell	31 -150	-83%	-$15.3K	﹤0.01%	553
2022 Q1	$17K	Hold	181	–	–	0.01%	387
2021 Q4	$17K	Buy	+181	New	+$16.9K	0.01%	349
2019 Q2	–	Sell	-5	Closed	-$413	–	403
2019 Q1	$0	Hold	5	–	–	﹤0.01%	413
2018 Q4	$0	Hold	5	–	–	﹤0.01%	394
2018 Q3	$0	Hold	5	–	–	﹤0.01%	405
2018 Q2	$0	Buy	+5	New	+$424	﹤0.01%	402
2017 Q4	–	Sell	-95	Closed	-$11K	–	404
2017 Q3	$11K	Hold	95	–	–	0.01%	276
2017 Q2	$11K	Sell	95 -200	-68%	-$23.2K	0.01%	282
2017 Q1	$33K	Hold	295	–	–	0.02%	176
2016 Q4	$27K	Buy	+295	New	+$27.3K	0.02%	189

Other funds holding PM

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Philip Morris (PM) in Q3 2026, closing a stake of 5 shares — an estimated $905 sold.

Mascoma Wealth Management first reported a position in PM in Q4 2016 and held it in 15 quarters. The position peaked at $33K in Q1 2017. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Mascoma Wealth Management reported no remaining Philip Morris position as of Q3 2026 after selling out during the quarter.
Mascoma Wealth Management sold 5 Philip Morris shares in Q3 2026, an estimated $905.
Mascoma Wealth Management first reported a position in Philip Morris in Q4 2016 and held it in 15 quarters.
Mascoma Wealth Management's Philip Morris position peaked at $33K in Q1 2017.
933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.