McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s Philip Morris PM Stock Holding History

McGlone Suttner 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 		$1.52M Buy
7,973
+166
+2% +$31.4K 0.18% 62
2026
Q2 		$1.41M Buy
7,807
+328
+4% +$56.9K 0.17% 66
2026
Q1 		$1.24M Buy
7,479
+320
+4% +$55.6K 0.16% 68
2025
Q4 		$1.15M Buy
7,159
+463
+7% +$71.7K 0.15% 69
2025
Q3 		$1.09M Buy
6,696
+223
+3% +$37.5K 0.15% 70
2025
Q2 		$1.18M Buy
6,473
+401
+7% +$68.9K 0.18% 61
2025
Q1 		$964K Buy
6,072
+566
+10% +$80.2K 0.16% 69
2024
Q4 		$663K Buy
5,506
+284
+5% +$35.8K 0.11% 82
2024
Q3 		$634K Buy
5,222
+746
+17% +$86.7K 0.13% 84
2024
Q2 		$421K Sell
4,476
-683
-13% -$66.8K 0.09% 96
2024
Q1 		$473K Buy
5,159
+683
+15% +$63K 0.09% 99
2023
Q4 		$421K Buy
4,476
+359
+9% +$33.1K 0.08% 96
2023
Q3 		$381K Buy
4,117
+216
+6% +$20.8K 0.09% 89
2023
Q2 		$381K Buy
3,901
+191
+5% +$18.2K 0.09% 90
2023
Q1 		$361K Buy
3,710
+390
+12% +$38.9K 0.09% 87
2022
Q4 		$336K Buy
+3,320
New +$313K 0.11% 91

Other funds holding PM

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

McGlone Suttner Wealth Management's PM Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Philip Morris (PM) stake by 2.1% in Q3 2026, buying an estimated $31.4K and bringing the position to 7,973 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #62.

McGlone Suttner Wealth Management first reported a position in PM in Q4 2022 and has held it in 16 quarters since. 1,947 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • McGlone Suttner Wealth Management held 7,973 shares of Philip Morris worth $1.52M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 166 Philip Morris shares in Q3 2026, an estimated $31.4K.
  • Philip Morris made up 0.18% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #62 holding.
  • McGlone Suttner Wealth Management first reported a position in Philip Morris in Q4 2022 and has held it in 16 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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