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Olistico Wealth’s Philip Morris PM Stock Holding History

Olistico Wealth’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 		$87.9K Buy
461
+1
+0.2% +$189 0.04% 133
2026
Q2 		$83.3K Hold
460
– – 0.04% 133
2026
Q1 		$76K Sell
460
-100
-18% -$17.4K 0.04% 137
2025
Q4 		$89.7K Buy
+560
New +$86.8K 0.04% 126
2025
Q3 		– Sell
-629
Closed -$115K – 273
2025
Q2 		$115K Buy
629
+291
+86% +$50K 0.06% 118
2025
Q1 		$53.7K Hold
338
– – 0.03% 154
2024
Q4 		$40.7K Buy
338
+1
+0.3% +$126 0.02% 169
2024
Q3 		$41K Hold
337
– – 0.03% 171
2024
Q2 		$34.2K Buy
+337
New +$32.9K 0.02% 181

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Olistico Wealth's PM Position: Q3 2026 in Review

Olistico Wealth increased its Philip Morris (PM) stake by 0.22% in Q3 2026, buying an estimated $189 and bringing the position to 461 shares worth $87.9K. The position accounts for 0.04% of the portfolio, ranked #133.

Olistico Wealth first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $115K in Q2 2025. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Olistico Wealth held 461 shares of Philip Morris worth $87.9K as of Q3 2026.
  • Olistico Wealth bought 1 Philip Morris share in Q3 2026, an estimated $189.
  • Philip Morris made up 0.04% of Olistico Wealth's portfolio in Q3 2026, its #133 holding.
  • Olistico Wealth first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Philip Morris position peaked at $115K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.