Opal Wealth Advisors
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Opal Wealth Advisors’s Philip Morris PM Stock Holding History

Opal Wealth 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 		$946K Sell
4,956
-1,356
-21% -$256K 0.2% 57
2026
Q2 		$1.14M Sell
6,312
-254
-4% -$44.1K 0.25% 48
2026
Q1 		$1.09M Sell
6,566
-342
-5% -$59.4K 0.25% 38
2025
Q4 		$1.11M Sell
6,908
-1,063
-13% -$165K 0.29% 41
2025
Q3 		$1.29M Buy
7,971
+601
+8% +$101K 0.36% 33
2025
Q2 		$1.34M Buy
7,370
+2,363
+47% +$406K 0.37% 32
2025
Q1 		$795K Buy
5,007
+97
+2% +$13.7K 0.25% 46
2024
Q4 		$591K Buy
4,910
+467
+11% +$58.9K 0.18% 80
2024
Q3 		$539K Buy
4,443
+2,152
+94% +$250K 0.17% 77
2024
Q2 		$232K Sell
2,291
-399
-15% -$39K 0.07% 156
2024
Q1 		$246K Sell
2,690
-865
-24% -$79.8K 0.08% 146
2023
Q4 		$334K Buy
3,555
+21
+0.6% +$1.94K 0.13% 119
2023
Q3 		$327K Buy
3,534
+286
+9% +$27.5K 0.19% 88
2023
Q2 		$317K Buy
3,248
+6
+0.2% +$573 0.16% 87
2023
Q1 		$315K Buy
3,242
+947
+41% +$94.4K 0.18% 66
2022
Q4 		$232K Buy
+2,295
New +$217K 0.13% 106
2022
Q3 		– Sell
-2,260
Closed -$223K – 116
2022
Q2 		$223K Buy
+2,260
New +$230K 0.15% 95

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Opal Wealth Advisors's PM Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Philip Morris (PM) stake by 21% in Q3 2026, selling an estimated $256K and leaving 4,956 shares worth $946K. The position accounts for 0.2% of the portfolio, ranked #57.

Opal Wealth Advisors first reported a position in PM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.34M in Q2 2025. 857 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Opal Wealth Advisors held 4,956 shares of Philip Morris worth $946K as of Q3 2026.
  • Opal Wealth Advisors sold 1,356 Philip Morris shares in Q3 2026, an estimated $256K.
  • Philip Morris made up 0.2% of Opal Wealth Advisors's portfolio in Q3 2026, its #57 holding.
  • Opal Wealth Advisors first reported a position in Philip Morris in Q2 2022 and has held it in 17 quarters since.
  • Opal Wealth Advisors's Philip Morris position peaked at $1.34M in Q2 2025.
  • 857 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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