Oasis Advisors
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Oasis Advisors’s Philip Morris PM Stock Holding History

Oasis Advisors’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 		$699K Buy
+3,663
New +$692K 0.29% 45
2026
Q2 		– Sell
-71,326
Closed -$11.8M – 186
2026
Q1 		$11.8M Buy
71,326
+67,610
+1,819% +$11.7M 2.32% 13
2025
Q4 		$596K Buy
+3,716
New +$576K 0.32% 38

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Oasis Advisors's PM Position: Q3 2026 in Review

Oasis Advisors opened a new position in Philip Morris (PM) in Q3 2026: 3,663 shares worth $699K. The stake represents 0.29% of the portfolio and ranks #45 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in PM as recently as Q1 2026.

Oasis Advisors first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.8M in Q1 2026. 1,323 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Oasis Advisors held 3,663 shares of Philip Morris worth $699K as of Q3 2026.
  • Philip Morris was a new Oasis Advisors position in Q3 2026.
  • Philip Morris made up 0.29% of Oasis Advisors's portfolio in Q3 2026, its #45 holding.
  • Oasis Advisors first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • Oasis Advisors's Philip Morris position peaked at $11.8M in Q1 2026.
  • 1,323 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.