Next Level Wealth Planning’s Philip Morris PM Stock Holding History

Next Level Wealth Planning’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	$22.5K	Buy	+118	New	+$22.3K	0.01%	250

Other funds holding PM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Next Level Wealth Planning's PM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Philip Morris (PM) in Q3 2026: 118 shares worth $22.5K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings.

1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Next Level Wealth Planning held 118 shares of Philip Morris worth $22.5K as of Q3 2026.
Philip Morris was a new Next Level Wealth Planning position in Q3 2026.
Philip Morris made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #250 holding.
1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.