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

Partners 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 		$1.5M Buy
7,844
+4,850
+162% +$916K 0.16% 110
2026
Q2 		$542K Hold
2,994
– – 0.53% 52
2026
Q1 		$495K Sell
2,994
-32
-1% -$5.56K 0.51% 53
2025
Q4 		$485K Hold
3,026
– – 0.51% 52
2025
Q3 		$491K Sell
3,026
-18
-0.6% -$3.03K 0.48% 55
2025
Q2 		$481K Hold
3,044
– – 0.55% 51
2025
Q1 		$483K Sell
3,044
-185
-6% -$26.2K 0.55% 51
2024
Q4 		$389K Buy
+3,229
New +$407K 0.44% 62

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Partners Wealth Management increased its Philip Morris (PM) stake by 162% in Q3 2026, buying an estimated $916K and bringing the position to 7,844 shares worth $1.5M. The position accounts for 0.16% of the portfolio, ranked #110.

Partners Wealth Management first reported a position in PM in Q4 2024 and has held it in 8 quarters since. 1,182 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Partners Wealth Management held 7,844 shares of Philip Morris worth $1.5M as of Q3 2026.
  • Partners Wealth Management bought 4,850 Philip Morris shares in Q3 2026, an estimated $916K.
  • Philip Morris made up 0.16% of Partners Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Partners Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
  • 1,182 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.