Pathway Financial Advisors’s Philip Morris PM Stock Holding History

Pathway Financial 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	$684K	Sell	3,582 -300	-8%	-$56.7K	0.08%	80
2026 Q2	$708K	Hold	3,882	–	–	0.08%	76
2026 Q1	$614K	Hold	3,882	–	–	0.08%	78
2025 Q4	$602K	Hold	3,882	–	–	0.08%	82
2025 Q3	$630K	Hold	3,882	–	–	0.08%	81
2025 Q2	$707K	Sell	3,882 -1,900	-33%	-$326K	0.1%	72
2025 Q1	$918K	Hold	5,782	–	–	0.17%	61
2024 Q4	$696K	Hold	5,782	–	–	0.16%	71
2024 Q3	$702K	Hold	5,782	–	–	0.18%	66
2024 Q2	$586K	Hold	5,782	–	–	0.16%	75
2024 Q1	$530K	Sell	5,782 -2	-0%	-$184	0.14%	84
2023 Q4	$544K	Hold	5,784	–	–	0.16%	76
2023 Q3	$535K	Hold	5,784	–	–	0.18%	61
2023 Q2	$565K	Buy	5,784 +2	+0%	+$191	0.18%	56
2023 Q1	$562K	Hold	5,782	–	–	0.19%	58
2022 Q4	$585K	Hold	5,782	–	–	0.18%	56
2022 Q3	$480K	Hold	5,782	–	–	0.17%	65
2022 Q2	$571K	Hold	5,782	–	–	0.24%	53
2022 Q1	$543K	Hold	5,782	–	–	0.2%	61
2021 Q4	$595K	Buy	+5,782	New	+$540K	0.21%	53
2021 Q1	$563K	Hold	5,782	–	–	0.22%	51
2020 Q4	$486K	Hold	5,782	–	–	0.2%	54
2020 Q3	$429K	Hold	5,782	–	–	0.17%	55
2020 Q2	$405K	Hold	5,782	–	–	0.12%	54
2020 Q1	$425K	Hold	5,782	–	–	0.14%	47
2019 Q4	$514K	Hold	5,782	–	–	0.15%	59
2019 Q3	$483K	Sell	5,782 -37	-0.6%	-$2.93K	0.14%	57
2019 Q2	$457K	Buy	5,819 +37	+0.6%	+$3.06K	0.13%	58
2019 Q1	$511K	Hold	5,782	–	–	0.16%	52
2018 Q4	$386K	Hold	5,782	–	–	0.22%	61
2018 Q3	$392K	Hold	5,782	–	–	0.22%	61
2018 Q2	$467K	Hold	5,782	–	–	0.27%	46
2018 Q1	$575K	Sell	5,782 -31	-0.5%	-$3.23K	0.34%	41
2017 Q4	$614K	Buy	+5,813	New	+$619K	0.35%	38

Other funds holding PM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pathway Financial Advisors's PM Position: Q3 2026 in Review

Pathway Financial Advisors reduced its Philip Morris (PM) stake by 7.7% in Q3 2026, selling an estimated $56.7K and leaving 3,582 shares worth $684K. The position accounts for 0.08% of the portfolio, ranked #80.

Pathway Financial Advisors first reported a position in PM in Q4 2017 and has held it in 34 quarters since. The position peaked at $918K in Q1 2025. 2,392 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Pathway Financial Advisors held 3,582 shares of Philip Morris worth $684K as of Q3 2026.
Pathway Financial Advisors sold 300 Philip Morris shares in Q3 2026, an estimated $56.7K.
Philip Morris made up 0.08% of Pathway Financial Advisors's portfolio in Q3 2026, its #80 holding.
Pathway Financial Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 34 quarters since.
Pathway Financial Advisors's Philip Morris position peaked at $918K in Q1 2025.
2,392 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.