Peterson Wealth Services
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Peterson Wealth Services’s Philip Morris PM Stock Holding History

Peterson Wealth Services’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 		$8.55M Buy
44,819
+548
+1% +$104K 1.8% 16
2026
Q2 		$8.01M Buy
44,271
+9,539
+27% +$1.65M 1.75% 14
2026
Q1 		$5.74M Buy
34,732
+1,375
+4% +$239K 1.42% 18
2025
Q4 		$5.35M Buy
33,357
+31,851
+2,115% +$4.93M 1.37% 18
2025
Q3 		$5.43M Sell
1,506
-31,727
-95% -$5.34M 1.34% 20
2025
Q2 		$6.05M Buy
33,233
+1,135
+4% +$195K 1.66% 16
2025
Q1 		$5.09M Buy
+32,098
New +$4.55M 1.58% 18

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
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

Peterson Wealth Services's PM Position: Q3 2026 in Review

Peterson Wealth Services increased its Philip Morris (PM) stake by 1.2% in Q3 2026, buying an estimated $104K and bringing the position to 44,819 shares worth $8.55M. The position accounts for 1.8% of the portfolio, ranked #16.

Peterson Wealth Services first reported a position in PM in Q1 2025 and has held it in 7 quarters since. 1,329 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Peterson Wealth Services held 44,819 shares of Philip Morris worth $8.55M as of Q3 2026.
  • Peterson Wealth Services bought 548 Philip Morris shares in Q3 2026, an estimated $104K.
  • Philip Morris made up 1.8% of Peterson Wealth Services's portfolio in Q3 2026, its #16 holding.
  • Peterson Wealth Services first reported a position in Philip Morris in Q1 2025 and has held it in 7 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.