October Effect’s Philip Morris PM Stock Holding History

October Effect’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	$276K	Sell	1,446 -150	-9%	-$28.3K	0.28%	56
2026 Q2	$289K	Hold	1,596	–	–	0.27%	57
2026 Q1	$264K	Hold	1,596	–	–	0.3%	58
2025 Q4	$256K	Hold	1,596	–	–	0.28%	51
2025 Q3	$259K	Sell	1,596 -107	-6%	-$18K	0.29%	43
2025 Q2	$310K	Buy	+1,703	New	+$292K	0.37%	39

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

October Effect's PM Position: Q3 2026 in Review

October Effect reduced its Philip Morris (PM) stake by 9.4% in Q3 2026, selling an estimated $28.3K and leaving 1,446 shares worth $276K. The position accounts for 0.28% of the portfolio, ranked #56.

October Effect first reported a position in PM in Q2 2025 and has held it in 6 quarters since. The position peaked at $310K in Q2 2025. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

October Effect held 1,446 shares of Philip Morris worth $276K as of Q3 2026.
October Effect sold 150 Philip Morris shares in Q3 2026, an estimated $28.3K.
Philip Morris made up 0.28% of October Effect's portfolio in Q3 2026, its #56 holding.
October Effect first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
October Effect's Philip Morris position peaked at $310K in Q2 2025.
933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.