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McBroom & Associates’s Philip Morris PM Stock Holding History

McBroom & Associates’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 		$1.42M Sell
7,447
-288
-4% -$54.4K 0.86% 25
2026
Q2 		$1.4M Sell
7,735
-295
-4% -$51.2K 0.7% 28
2026
Q1 		$1.33M Buy
8,030
+384
+5% +$66.7K 0.74% 26
2025
Q4 		$1.23M Buy
7,646
+381
+5% +$59K 0.6% 28
2025
Q3 		$1.18M Buy
7,265
+264
+4% +$44.4K 0.56% 28
2025
Q2 		$1.11M Hold
7,001
– – 0.64% 29
2025
Q1 		$1.11M Buy
7,001
+55
+0.8% +$7.79K 0.64% 29
2024
Q4 		$836K Buy
6,946
+1,189
+21% +$150K 0.47% 28
2024
Q3 		$699K Buy
5,757
+591
+11% +$68.7K 0.43% 27
2024
Q2 		$523K Buy
5,166
+548
+12% +$53.6K 0.33% 31
2024
Q1 		$423K Buy
+4,618
New +$426K 0.28% 31

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

McBroom & Associates's PM Position: Q3 2026 in Review

McBroom & Associates reduced its Philip Morris (PM) stake by 3.7% in Q3 2026, selling an estimated $54.4K and leaving 7,447 shares worth $1.42M. The position accounts for 0.86% of the portfolio, ranked #25.

McBroom & Associates first reported a position in PM in Q1 2024 and has held it in 11 quarters since. 1,347 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • McBroom & Associates held 7,447 shares of Philip Morris worth $1.42M as of Q3 2026.
  • McBroom & Associates sold 288 Philip Morris shares in Q3 2026, an estimated $54.4K.
  • Philip Morris made up 0.86% of McBroom & Associates's portfolio in Q3 2026, its #25 holding.
  • McBroom & Associates first reported a position in Philip Morris in Q1 2024 and has held it in 11 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.