Pines Wealth Management
PM icon

Pines Wealth Management’s Philip Morris PM Stock Holding History

Pines 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 		$703K Buy
3,685
+555
+18% +$105K 0.2% 108
2026
Q2 		$566K Sell
3,130
-69
-2% -$12K 0.16% 126
2026
Q1 		$529K Sell
3,199
-534
-14% -$92.8K 0.17% 126
2025
Q4 		$599K Sell
3,733
-321
-8% -$49.7K 0.19% 117
2025
Q3 		$658K Sell
4,054
-282
-7% -$47.4K 0.22% 105
2025
Q2 		$776K Buy
4,336
+117
+3% +$20.1K 0.27% 88
2025
Q1 		$630K Buy
4,219
+8
+0.2% +$1.13K 0.29% 90
2024
Q4 		$493K Buy
+4,211
New +$531K 0.21% 117

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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Pines Wealth Management increased its Philip Morris (PM) stake by 18% in Q3 2026, buying an estimated $105K and bringing the position to 3,685 shares worth $703K. The position accounts for 0.2% of the portfolio, ranked #108.

Pines Wealth Management first reported a position in PM in Q4 2024 and has held it in 8 quarters since. The position peaked at $776K in Q2 2025. 1,203 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Pines Wealth Management held 3,685 shares of Philip Morris worth $703K as of Q3 2026.
  • Pines Wealth Management bought 555 Philip Morris shares in Q3 2026, an estimated $105K.
  • Philip Morris made up 0.2% of Pines Wealth Management's portfolio in Q3 2026, its #108 holding.
  • Pines Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
  • Pines Wealth Management's Philip Morris position peaked at $776K in Q2 2025.
  • 1,203 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.