Next Level Private’s Philip Morris PM Stock Holding History

Next Level Private’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	$379K	Buy	1,989 +38	+2%	+$7.18K	0.07%	135
2026 Q2	$353K	Sell	1,951 -99	-5%	-$17.2K	0.07%	134
2026 Q1	$339K	Buy	2,050 +698	+52%	+$121K	0.08%	135
2025 Q4	$217K	Buy	1,352 +13	+1%	+$2.01K	0.06%	149
2025 Q3	$206K	Buy	+1,339	New	+$225K	0.06%	152
2022 Q3	–	Sell	-7,678	Closed	-$758K	–	148
2022 Q2	$758K	Buy	+7,678	New	+$783K	0.29%	61

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

Next Level Private's PM Position: Q3 2026 in Review

Next Level Private increased its Philip Morris (PM) stake by 1.9% in Q3 2026, buying an estimated $7.18K and bringing the position to 1,989 shares worth $379K. The position accounts for 0.07% of the portfolio, ranked #135.

Next Level Private first reported a position in PM in Q2 2022 and has held it in 6 quarters since. The position peaked at $758K in Q2 2022. 701 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Next Level Private held 1,989 shares of Philip Morris worth $379K as of Q3 2026.
Next Level Private bought 38 Philip Morris shares in Q3 2026, an estimated $7.18K.
Philip Morris made up 0.07% of Next Level Private's portfolio in Q3 2026, its #135 holding.
Next Level Private first reported a position in Philip Morris in Q2 2022 and has held it in 6 quarters since.
Next Level Private's Philip Morris position peaked at $758K in Q2 2022.
701 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.