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Montz Harcus Wealth Management’s Philip Morris PM Stock Holding History

Montz Harcus 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 		$330K Buy
1,730
+19
+1% +$3.59K 0.12% 71
2026
Q2 		$309K Sell
1,711
-166
-9% -$28.8K 0.11% 74
2026
Q1 		$310K Buy
1,877
+34
+2% +$5.91K 0.13% 66
2025
Q4 		$296K Sell
1,843
-46
-2% -$7.13K 0.12% 68
2025
Q3 		$306K Buy
1,889
+10
+0.5% +$1.68K 0.13% 63
2025
Q2 		$342K Buy
1,879
+23
+1% +$3.95K 0.17% 53
2025
Q1 		$295K Buy
1,856
+46
+3% +$6.52K 0.16% 57
2024
Q4 		$218K Sell
1,810
-43
-2% -$5.42K 0.12% 70
2024
Q3 		$225K Sell
1,853
-257
-12% -$29.9K 0.13% 67
2024
Q2 		$214K Sell
2,110
-531
-20% -$51.9K 0.14% 62
2024
Q1 		$242K Buy
+2,641
New +$244K 0.16% 54

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

Montz Harcus Wealth Management's PM Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Philip Morris (PM) stake by 1.1% in Q3 2026, buying an estimated $3.59K and bringing the position to 1,730 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #71.

Montz Harcus Wealth Management first reported a position in PM in Q1 2024 and has held it in 11 quarters since. The position peaked at $342K in Q2 2025. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Montz Harcus Wealth Management held 1,730 shares of Philip Morris worth $330K as of Q3 2026.
  • Montz Harcus Wealth Management bought 19 Philip Morris shares in Q3 2026, an estimated $3.59K.
  • Philip Morris made up 0.12% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Montz Harcus Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 11 quarters since.
  • Montz Harcus Wealth Management's Philip Morris position peaked at $342K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.