Park Edge Advisors
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Park Edge Advisors’s Philip Morris PM Stock Holding History

Park Edge 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 		$425K Sell
2,227
-5,895
-73% -$1.11M 0.09% 110
2026
Q2 		$1.47M Buy
8,122
+6,260
+336% +$1.09M 0.31% 63
2026
Q1 		$308K Sell
1,862
-8,840
-83% -$1.54M 0.07% 116
2025
Q4 		$1.72M Buy
10,702
+1,087
+11% +$168K 0.39% 56
2025
Q3 		$1.56M Buy
9,615
+7,753
+416% +$1.3M 0.36% 57
2025
Q2 		$339K Sell
1,862
-2
-0.1% -$343 0.09% 112
2025
Q1 		$296K Buy
1,864
+2
+0.1% +$283 0.08% 116
2024
Q4 		$224K Hold
1,862
– – 0.07% 124
2024
Q3 		$226K Buy
+1,862
New +$216K 0.06% 130
2024
Q2 		– Sell
-2,516
Closed -$231K – 140
2024
Q1 		$231K Buy
2,516
+9
+0.4% +$830 0.06% 115
2023
Q4 		$236K Sell
2,507
-49
-2% -$4.51K 0.08% 103
2023
Q3 		$237K Buy
2,556
+58
+2% +$5.58K 0.09% 95
2023
Q2 		$244K Hold
2,498
– – 0.08% 91
2023
Q1 		$243K Hold
2,498
– – 0.09% 88
2022
Q4 		$253K Buy
+2,498
New +$236K 0.11% 82

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Park Edge Advisors's PM Position: Q3 2026 in Review

Park Edge Advisors reduced its Philip Morris (PM) stake by 73% in Q3 2026, selling an estimated $1.11M and leaving 2,227 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #110.

Park Edge Advisors first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.72M in Q4 2025. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Park Edge Advisors held 2,227 shares of Philip Morris worth $425K as of Q3 2026.
  • Park Edge Advisors sold 5,895 Philip Morris shares in Q3 2026, an estimated $1.11M.
  • Philip Morris made up 0.09% of Park Edge Advisors's portfolio in Q3 2026, its #110 holding.
  • Park Edge Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • Park Edge Advisors's Philip Morris position peaked at $1.72M in Q4 2025.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.