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PKS Advisory Services’s Philip Morris PM Stock Holding History

PKS Advisory 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 		$672K Hold
3,717
– – 0.11% 183
2026
Q2 		$672K Buy
3,717
+813
+28% +$141K 0.11% 184
2026
Q1 		$480K Buy
2,904
+15
+0.5% +$2.61K 0.11% 164
2025
Q4 		$463K Sell
2,889
-414
-13% -$64.1K 0.11% 161
2025
Q3 		$536K Buy
3,303
+441
+15% +$74.2K 0.11% 149
2025
Q2 		$521K Sell
2,862
-478
-14% -$82.1K 0.13% 151
2025
Q1 		$537K Buy
3,340
+491
+17% +$69.5K 0.15% 128
2024
Q4 		$343K Buy
+2,849
New +$359K 0.09% 174

Other funds holding PM

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
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

PKS Advisory Services's PM Position: Q3 2026 in Review

PKS Advisory Services held its Philip Morris (PM) position steady in Q3 2026 at 3,717 shares worth $672K. The position accounts for 0.11% of the portfolio, ranked #183.

PKS Advisory Services first reported a position in PM in Q4 2024 and has held it in 8 quarters since. 1,630 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • PKS Advisory Services held 3,717 shares of Philip Morris worth $672K as of Q3 2026.
  • PKS Advisory Services left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.11% of PKS Advisory Services's portfolio in Q3 2026, its #183 holding.
  • PKS Advisory Services first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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