NWF Advisory Services’s Philip Morris PM Stock Holding History

NWF Advisory Services’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	$390K	Hold	2,045	–	–	0.04%	260
2026 Q2	$370K	Hold	2,045	–	–	0.03%	272
2026 Q1	$338K	Sell	2,045 -90	-4%	-$15.6K	0.04%	277
2025 Q4	$342K	Sell	2,135 -664	-24%	-$103K	0.04%	264
2025 Q3	$454K	Buy	2,799 +150	+6%	+$25.2K	0.05%	225
2025 Q2	$482K	Buy	2,649 +1,285	+94%	+$221K	0.06%	213
2025 Q1	$217K	Sell	1,364 -1,356	-50%	-$192K	0.03%	306
2024 Q4	$331K	Sell	2,720 -620	-19%	-$78.2K	0.05%	190
2024 Q3	$405K	Buy	3,340 +711	+27%	+$82.6K	0.06%	197
2024 Q2	$266K	Hold	2,629	–	–	0.04%	238
2024 Q1	$241K	Buy	2,629 +100	+4%	+$9.22K	0.04%	254
2023 Q4	$238K	Hold	2,529	–	–	0.05%	233
2023 Q3	$234K	Hold	2,529	–	–	0.06%	213
2023 Q2	$247K	Hold	2,529	–	–	0.06%	208
2023 Q1	$247K	Buy	+2,529	New	+$252K	0.06%	207

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

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

NWF Advisory Services's PM Position: Q3 2026 in Review

NWF Advisory Services held its Philip Morris (PM) position steady in Q3 2026 at 2,045 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #260.

NWF Advisory Services first reported a position in PM in Q1 2023 and has held it in 15 quarters since. The position peaked at $482K in Q2 2025. 752 funds tracked by Wall St. Rank hold PM as of Q3 2026.

NWF Advisory Services held 2,045 shares of Philip Morris worth $390K as of Q3 2026.
NWF Advisory Services left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #260 holding.
NWF Advisory Services first reported a position in Philip Morris in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's Philip Morris position peaked at $482K in Q2 2025.
752 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.