Opus Capital Group
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Opus Capital Group’s Philip Morris PM Stock Holding History

Opus Capital Group’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 		$282K Buy
1,479
+8
+0.5% +$1.51K 0.03% 116
2026
Q2 		$266K Sell
1,471
-6
-0.4% -$1.04K 0.03% 122
2026
Q1 		$244K Buy
+1,477
New +$257K 0.03% 117
2018
Q3 		– Sell
-6,352
Closed -$513K – 229
2018
Q2 		$513K Sell
6,352
-6,352
-50% -$539K 0.13% 130
2018
Q1 		$1.26M Sell
12,704
-54
-0.4% -$5.62K 0.32% 96
2017
Q4 		$1.35M Hold
12,758
– – 0.3% 97
2017
Q3 		$1.42M Sell
12,758
-1,000
-7% -$116K 0.32% 91
2017
Q2 		$1.62M Sell
13,758
-1,880
-12% -$218K 0.32% 86
2017
Q1 		$1.77M Buy
15,638
+7,819
+100% +$807K 0.24% 89
2016
Q4 		$715K Sell
7,819
-8,535
-52% -$791K 0.11% 105
2016
Q3 		$1.59M Buy
16,354
+7,977
+95% +$799K 0.33% 79
2016
Q2 		$852K Sell
8,377
-455
-5% -$45.4K 0.19% 106
2016
Q1 		$867K Buy
8,832
+5,053
+134% +$463K 0.19% 113
2015
Q4 		$333K Sell
3,779
-190
-5% -$16.5K 0.06% 205
2015
Q3 		$315K Hold
3,969
– – 0.05% 202
2015
Q2 		$318K Sell
3,969
-2,895
-42% -$238K 0.05% 196
2015
Q1 		$517K Sell
6,864
-2,175
-24% -$177K 0.08% 158
2014
Q4 		$737K Sell
9,039
-1,615
-15% -$139K 0.11% 136
2014
Q3 		$888K Sell
10,654
-10,374
-49% -$877K 0.12% 140
2014
Q2 		$1.77M Sell
21,028
-40
-0.2% -$3.44K 0.12% 99
2014
Q1 		$1.73M Buy
21,068
+470
+2% +$38K 0.12% 93
2013
Q4 		$1.79M Buy
20,598
+2,244
+12% +$196K 0.1% 93
2013
Q3 		$1.59M Buy
18,354
+470
+3% +$41.1K 0.09% 91
2013
Q2 		$1.55M Buy
+17,884
New +$1.66M 0.09% 84

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Opus Capital Group's PM Position: Q3 2026 in Review

Opus Capital Group increased its Philip Morris (PM) stake by 0.54% in Q3 2026, buying an estimated $1.51K and bringing the position to 1,479 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #116.

Opus Capital Group first reported a position in PM in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.79M in Q4 2013. 1,981 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Opus Capital Group held 1,479 shares of Philip Morris worth $282K as of Q3 2026.
  • Opus Capital Group bought 8 Philip Morris shares in Q3 2026, an estimated $1.51K.
  • Philip Morris made up 0.03% of Opus Capital Group's portfolio in Q3 2026, its #116 holding.
  • Opus Capital Group first reported a position in Philip Morris in Q2 2013 and has held it in 24 quarters since.
  • Opus Capital Group's Philip Morris position peaked at $1.79M in Q4 2013.
  • 1,981 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.