Master's Wealth Management
PM icon

Master's Wealth Management’s Philip Morris PM Stock Holding History

Master's 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 		$238K Sell
1,246
-169
-12% -$31.9K 0.07% 78
2026
Q2 		$256K Buy
1,415
+132
+10% +$22.9K 0.08% 72
2026
Q1 		$212K Buy
+1,283
New +$223K 0.07% 78

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

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

Master's Wealth Management reduced its Philip Morris (PM) stake by 12% in Q3 2026, selling an estimated $31.9K and leaving 1,246 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #78.

Master's Wealth Management first reported a position in PM in Q1 2026 and has held it in 3 quarters since. The position peaked at $256K in Q2 2026. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Master's Wealth Management held 1,246 shares of Philip Morris worth $238K as of Q3 2026.
  • Master's Wealth Management sold 169 Philip Morris shares in Q3 2026, an estimated $31.9K.
  • Philip Morris made up 0.07% of Master's Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Master's Wealth Management first reported a position in Philip Morris in Q1 2026 and has held it in 3 quarters since.
  • Master's Wealth Management's Philip Morris position peaked at $256K in Q2 2026.
  • 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Master's Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.