Partnership Wealth Management
PM icon

Partnership Wealth Management’s Philip Morris PM Stock Holding History

Partnership 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 		$273K Buy
1,428
+2
+0.1% +$378 0.19% 61
2026
Q2 		$258K Sell
1,426
-107
-7% -$18.6K 0.17% 60
2026
Q1 		$254K Buy
1,533
+113
+8% +$19.6K 0.19% 60
2025
Q4 		$228K Buy
1,420
+3
+0.2% +$465 0.16% 66
2025
Q3 		$230K Buy
1,417
+2
+0.1% +$336 0.18% 66
2025
Q2 		$258K Buy
1,415
+3
+0.2% +$515 0.21% 64
2025
Q1 		$224K Buy
+1,412
New +$200K 0.19% 68
2024
Q4 		– Sell
-1,405
Closed -$171K – 150
2024
Q3 		$171K Buy
1,405
+4
+0.3% +$465 0.12% 76
2024
Q2 		$142K Buy
1,401
+4
+0.3% +$391 0.1% 108
2024
Q1 		$128K Hold
1,397
– – 0.09% 115
2023
Q4 		$127K Buy
+1,397
New +$129K 0.1% 112

Other funds holding PM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 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

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

Partnership Wealth Management increased its Philip Morris (PM) stake by 0.14% in Q3 2026, buying an estimated $378 and bringing the position to 1,428 shares worth $273K. The position accounts for 0.19% of the portfolio, ranked #61.

Partnership Wealth Management first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,231 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Partnership Wealth Management held 1,428 shares of Philip Morris worth $273K as of Q3 2026.
  • Partnership Wealth Management bought 2 Philip Morris shares in Q3 2026, an estimated $378.
  • Philip Morris made up 0.19% of Partnership Wealth Management's portfolio in Q3 2026, its #61 holding.
  • Partnership Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.