Orca Wealth Management
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Orca Wealth Management’s Philip Morris PM Stock Holding History

Orca Wealth Management’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 		$6.33M Buy
33,192
+742
+2% +$140K 3.77% 5
2026
Q2 		$5.87M Buy
32,450
+1,173
+4% +$203K 3.52% 9
2026
Q1 		$5.17M Buy
31,277
+1,970
+7% +$342K 3.68% 6
2025
Q4 		$5.29M Buy
29,307
+1,665
+6% +$258K 3.79% 6
2025
Q3 		$4.48M Buy
27,642
+94
+0.3% +$15.8K 3.4% 8
2025
Q2 		$5.02M Buy
27,548
+145
+0.5% +$24.9K 4.23% 5
2025
Q1 		$4.35M Buy
27,403
+1,230
+5% +$174K 3.89% 7
2024
Q4 		$3.15M Buy
+26,173
New +$3.3M 2.83% 12

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Orca Wealth Management's PM Position: Q3 2026 in Review

Orca Wealth Management increased its Philip Morris (PM) stake by 2.3% in Q3 2026, buying an estimated $140K and bringing the position to 33,192 shares worth $6.33M. The position accounts for 3.77% of the portfolio, ranked #5.

Orca Wealth Management first reported a position in PM in Q4 2024 and has held it in 8 quarters since. 1,329 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Orca Wealth Management held 33,192 shares of Philip Morris worth $6.33M as of Q3 2026.
  • Orca Wealth Management bought 742 Philip Morris shares in Q3 2026, an estimated $140K.
  • Philip Morris made up 3.77% of Orca Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Orca Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.