Paulson Wealth Management
PM icon

Paulson Wealth Management’s Philip Morris PM Stock Holding History

Paulson 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 		$234K Buy
1,227
+28
+2% +$5.29K 0.05% 131
2026
Q2 		$217K Buy
+1,199
New +$208K 0.05% 141
2018
Q1 		– Sell
-1,512
Closed -$160K – 410
2017
Q4 		$160K Buy
+1,512
New +$161K 0.14% 124

Other funds holding PM

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Paulson Wealth Management increased its Philip Morris (PM) stake by 2.3% in Q3 2026, buying an estimated $5.29K and bringing the position to 1,227 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #131.

Paulson Wealth Management first reported a position in PM in Q4 2017 and has held it in 3 quarters since. 1,688 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Paulson Wealth Management held 1,227 shares of Philip Morris worth $234K as of Q3 2026.
  • Paulson Wealth Management bought 28 Philip Morris shares in Q3 2026, an estimated $5.29K.
  • Philip Morris made up 0.05% of Paulson Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Paulson Wealth Management first reported a position in Philip Morris in Q4 2017 and has held it in 3 quarters since.
  • 1,688 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.