MKT Advisors
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MKT Advisors’s Philip Morris PM Stock Holding History

MKT 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 		$555K Sell
2,768
-125
-4% -$23.6K 0.18% 65
2026
Q2 		$543K Sell
2,893
-403
-12% -$69.9K 0.17% 76
2026
Q1 		$519K Sell
3,296
-6
-0.2% -$1.04K 0.17% 73
2025
Q4 		$528K Sell
3,302
-5
-0.2% -$775 0.18% 77
2025
Q3 		$532K Buy
3,307
+1
+0% +$168 0.2% 72
2025
Q2 		$587K Buy
3,306
+15
+0.5% +$2.58K 0.23% 64
2025
Q1 		$498K Buy
3,291
+42
+1% +$5.95K 0.23% 64
2024
Q4 		$395K Buy
3,249
+492
+18% +$62.1K 0.17% 89
2024
Q3 		$330K Sell
2,757
-200
-7% -$23.2K 0.15% 99
2024
Q2 		$301K Sell
2,957
-106
-3% -$10.4K 0.15% 105
2024
Q1 		$275K Buy
3,063
+73
+2% +$6.73K 0.15% 113
2023
Q4 		$285K Sell
2,990
-427
-12% -$39.3K 0.19% 103
2023
Q3 		$312K Buy
3,417
+33
+1% +$3.18K 0.24% 87
2023
Q2 		$338K Sell
3,384
-832
-20% -$79.5K 0.24% 82
2023
Q1 		$416K Sell
4,216
-79
-2% -$7.87K 0.31% 67
2022
Q4 		$438K Buy
4,295
+124
+3% +$11.7K 0.33% 63
2022
Q3 		$346K Sell
4,171
-87
-2% -$8.3K 0.3% 69
2022
Q2 		$397K Sell
4,258
-934
-18% -$95.2K 0.31% 69
2022
Q1 		$519K Buy
5,192
+174
+3% +$17.4K 0.39% 56
2021
Q4 		$509K Buy
+5,018
New +$469K 0.4% 51

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

MKT Advisors's PM Position: Q3 2026 in Review

MKT Advisors reduced its Philip Morris (PM) stake by 4.3% in Q3 2026, selling an estimated $23.6K and leaving 2,768 shares worth $555K. The position accounts for 0.18% of the portfolio, ranked #65.

MKT Advisors first reported a position in PM in Q4 2021 and has held it in 20 quarters since. The position peaked at $587K in Q2 2025. 782 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • MKT Advisors held 2,768 shares of Philip Morris worth $555K as of Q3 2026.
  • MKT Advisors sold 125 Philip Morris shares in Q3 2026, an estimated $23.6K.
  • Philip Morris made up 0.18% of MKT Advisors's portfolio in Q3 2026, its #65 holding.
  • MKT Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 20 quarters since.
  • MKT Advisors's Philip Morris position peaked at $587K in Q2 2025.
  • 782 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.