Navalign LLC
PM icon

Navalign LLC’s Philip Morris PM Stock Holding History

Navalign LLC’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 		$271K Sell
1,419
-260
-15% -$49.1K 0.06% 108
2026
Q2 		$304K Buy
1,679
+13
+0.8% +$2.26K 0.07% 110
2026
Q1 		$275K Hold
1,666
– – 0.07% 109
2025
Q4 		$267K Hold
1,666
– – 0.07% 109
2025
Q3 		$270K Buy
+1,666
New +$280K 0.07% 108

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Navalign LLC's PM Position: Q3 2026 in Review

Navalign LLC reduced its Philip Morris (PM) stake by 15% in Q3 2026, selling an estimated $49.1K and leaving 1,419 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #108.

Navalign LLC first reported a position in PM in Q3 2025 and has held it in 5 quarters since. The position peaked at $304K in Q2 2026. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Navalign LLC held 1,419 shares of Philip Morris worth $271K as of Q3 2026.
  • Navalign LLC sold 260 Philip Morris shares in Q3 2026, an estimated $49.1K.
  • Philip Morris made up 0.06% of Navalign LLC's portfolio in Q3 2026, its #108 holding.
  • Navalign LLC first reported a position in Philip Morris in Q3 2025 and has held it in 5 quarters since.
  • Navalign LLC's Philip Morris position peaked at $304K in Q2 2026.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.