Mindset Wealth Management’s Philip Morris PM Stock Holding History

Mindset 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	$1.37M	Sell	7,189 -56	-0.8%	-$10.6K	0.24%	39
2026 Q2	$1.31M	Sell	7,245 -498	-6%	-$86.4K	0.25%	43
2026 Q1	$1.28M	Buy	7,743 +284	+4%	+$49.4K	0.34%	33
2025 Q4	$1.2M	Sell	7,459 -914	-11%	-$142K	0.31%	33
2025 Q3	$1.36M	Buy	8,373 +215	+3%	+$36.2K	0.37%	28
2025 Q2	$1.49M	Sell	8,158 -42	-0.5%	-$7.21K	0.49%	19
2025 Q1	$1.3M	Buy	+8,200	New	+$1.16M	0.51%	18

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

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

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

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

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

Mindset Wealth Management reduced its Philip Morris (PM) stake by 0.77% in Q3 2026, selling an estimated $10.6K and leaving 7,189 shares worth $1.37M. The position accounts for 0.24% of the portfolio, ranked #39.

Mindset Wealth Management first reported a position in PM in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.49M in Q2 2025. 701 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Mindset Wealth Management held 7,189 shares of Philip Morris worth $1.37M as of Q3 2026.
Mindset Wealth Management sold 56 Philip Morris shares in Q3 2026, an estimated $10.6K.
Philip Morris made up 0.24% of Mindset Wealth Management's portfolio in Q3 2026, its #39 holding.
Mindset Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 7 quarters since.
Mindset Wealth Management's Philip Morris position peaked at $1.49M in Q2 2025.
701 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.