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Patriot Investment Management Group’s Philip Morris PM Stock Holding History

Patriot Investment Management Group’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 		$675K Buy
3,535
+6
+0.2% +$1.13K 0.04% 144
2026
Q2 		$638K Hold
3,529
– – 0.04% 151
2026
Q1 		$583K Sell
3,529
-133
-4% -$23.1K 0.04% 155
2025
Q4 		$587K Sell
3,662
-567
-13% -$87.8K 0.04% 153
2025
Q3 		$686K Sell
4,229
-13
-0.3% -$2.19K 0.04% 140
2025
Q2 		$773K Sell
4,242
-3,966
-48% -$681K 0.05% 127
2025
Q1 		$1.3M Sell
8,208
-265
-3% -$37.5K 0.1% 87
2024
Q4 		$1.02M Buy
8,473
+265
+3% +$33.4K 0.08% 107
2024
Q3 		$996K Hold
8,208
– – 0.07% 111
2024
Q2 		$832K Sell
8,208
-74
-0.9% -$7.24K 0.07% 117
2024
Q1 		$759K Hold
8,282
– – 0.06% 127
2023
Q4 		$779K Hold
8,282
– – 0.07% 121
2023
Q3 		$767K Hold
8,282
– – 0.07% 117
2023
Q2 		$808K Buy
8,282
+219
+3% +$20.9K 0.07% 125
2023
Q1 		$784K Hold
8,063
– – 0.07% 125
2022
Q4 		$837K Buy
8,063
+1
+0% +$94 0.07% 122
2022
Q3 		$669K Buy
8,062
+54
+0.7% +$5.15K 0.07% 131
2022
Q2 		$790K Sell
8,008
-52
-0.6% -$5.3K 0.08% 125
2022
Q1 		$757K Buy
8,060
+530
+7% +$53K 0.07% 136
2021
Q4 		$715K Buy
7,530
+84
+1% +$7.85K 0.06% 144
2021
Q3 		$705K Buy
7,446
+327
+5% +$32.9K 0.06% 137
2021
Q2 		$705K Buy
7,119
+81
+1% +$7.77K 0.07% 139
2021
Q1 		$624K Buy
7,038
+1,701
+32% +$144K 0.06% 143
2020
Q4 		$441K Sell
5,337
-3,277
-38% -$255K 0.07% 127
2020
Q3 		$645K Buy
8,614
+57
+0.7% +$4.4K 0.08% 126
2020
Q2 		$600K Buy
8,557
+54
+0.6% +$3.94K 0.08% 133
2020
Q1 		$620K Buy
8,503
+1,876
+28% +$154K 0.09% 115
2019
Q4 		$563K Buy
6,627
+50
+0.8% +$4.12K 0.07% 138
2019
Q3 		$509K Sell
6,577
-409
-6% -$32.4K 0.07% 140
2019
Q2 		$548K Buy
6,986
+200
+3% +$16.5K 0.08% 135
2019
Q1 		$599K Buy
+6,786
New +$547K 0.09% 128

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Patriot Investment Management Group's PM Position: Q3 2026 in Review

Patriot Investment Management Group increased its Philip Morris (PM) stake by 0.17% in Q3 2026, buying an estimated $1.13K and bringing the position to 3,535 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #144.

Patriot Investment Management Group first reported a position in PM in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.3M in Q1 2025. 449 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Patriot Investment Management Group held 3,535 shares of Philip Morris worth $675K as of Q3 2026.
  • Patriot Investment Management Group bought 6 Philip Morris shares in Q3 2026, an estimated $1.13K.
  • Philip Morris made up 0.04% of Patriot Investment Management Group's portfolio in Q3 2026, its #144 holding.
  • Patriot Investment Management Group first reported a position in Philip Morris in Q1 2019 and has held it in 31 quarters since.
  • Patriot Investment Management Group's Philip Morris position peaked at $1.3M in Q1 2025.
  • 449 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.