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MJT & Associates Financial Advisory’s Philip Morris PM Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-20
Closed -$3.62K – 473
2026
Q2 		$3.62K Buy
+20
New +$3.47K ﹤0.01% 321

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MJT & Associates Financial Advisory's PM Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of Philip Morris (PM) in Q3 2026, closing a stake of 20 shares — an estimated $3.62K sold.

MJT & Associates Financial Advisory first reported a position in PM in Q2 2026 and held it in 1 quarter. The position peaked at $3.62K in Q2 2026. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining Philip Morris position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 20 Philip Morris shares in Q3 2026, an estimated $3.62K.
  • MJT & Associates Financial Advisory first reported a position in Philip Morris in Q2 2026 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's Philip Morris position peaked at $3.62K in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.