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MFA Wealth Advisors’s Philip Morris PM Stock Holding History

MFA Wealth Advisors’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 		$231K Sell
1,211
-23
-2% -$4.35K 0.04% 88
2026
Q2 		$223K Buy
+1,234
New +$214K 0.04% 93
2024
Q4 		– Sell
-943
Closed -$114K – 305
2024
Q3 		$114K Hold
943
– – 0.03% 129
2024
Q2 		$95.6K Buy
+943
New +$92.2K 0.02% 136
2020
Q3 		– Sell
-11
Closed -$771 – 166
2020
Q2 		$771 Buy
+11
New +$802 ﹤0.01% 243

Other funds holding PM

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFA Wealth Advisors's PM Position: Q3 2026 in Review

MFA Wealth Advisors reduced its Philip Morris (PM) stake by 1.9% in Q3 2026, selling an estimated $4.35K and leaving 1,211 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #88.

MFA Wealth Advisors first reported a position in PM in Q2 2020 and has held it in 5 quarters since. 255 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • MFA Wealth Advisors held 1,211 shares of Philip Morris worth $231K as of Q3 2026.
  • MFA Wealth Advisors sold 23 Philip Morris shares in Q3 2026, an estimated $4.35K.
  • Philip Morris made up 0.04% of MFA Wealth Advisors's portfolio in Q3 2026, its #88 holding.
  • MFA Wealth Advisors first reported a position in Philip Morris in Q2 2020 and has held it in 5 quarters since.
  • 255 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.