Optivise Advisory Services’s Philip Morris PM Stock Holding History

Optivise 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	$625K	Buy	3,277 +91	+3%	+$17.2K	0.31%	90
2026 Q2	$576K	Buy	3,186 +476	+18%	+$82.6K	0.29%	96
2026 Q1	$448K	Sell	2,710 -445	-14%	-$77.3K	0.27%	94
2025 Q4	$506K	Buy	3,155 +733	+30%	+$114K	0.29%	92
2025 Q3	$393K	Buy	2,422 +521	+27%	+$87.7K	0.23%	100
2025 Q2	$346K	Buy	+1,901	New	+$326K	0.18%	119

Other funds holding PM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Optivise Advisory Services increased its Philip Morris (PM) stake by 2.9% in Q3 2026, buying an estimated $17.2K and bringing the position to 3,277 shares worth $625K. The position accounts for 0.31% of the portfolio, ranked #90.

Optivise Advisory Services first reported a position in PM in Q2 2025 and has held it in 6 quarters since. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Optivise Advisory Services held 3,277 shares of Philip Morris worth $625K as of Q3 2026.
Optivise Advisory Services bought 91 Philip Morris shares in Q3 2026, an estimated $17.2K.
Philip Morris made up 0.31% of Optivise Advisory Services's portfolio in Q3 2026, its #90 holding.
Optivise Advisory Services first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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