Portfolio Design Labs’s Philip Morris PM Stock Holding History

Portfolio Design Labs’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	$4.42M	Buy	23,142 +510	+2%	+$96.4K	0.71%	35
2026 Q2	$4.09M	Sell	22,632 -356	-2%	-$61.7K	0.67%	36
2026 Q1	$3.8M	Sell	22,988 -1,446	-6%	-$251K	0.68%	29
2025 Q4	$3.92M	Buy	24,434 +2,604	+12%	+$403K	0.65%	29
2025 Q3	$3.54M	Sell	21,830 -6,783	-24%	-$1.14M	0.61%	30
2025 Q2	$5.21M	Buy	28,613 +1,674	+6%	+$287K	1.02%	25
2025 Q1	$4.28M	Buy	26,939 +14,592	+118%	+$2.07M	0.88%	29
2024 Q4	$1.49M	Buy	12,347 +3,187	+35%	+$402K	0.3%	98
2024 Q3	$1.11M	Sell	9,160 -15,901	-63%	-$1.85M	0.31%	97
2024 Q2	$2.54M	Buy	25,061 +2,150	+9%	+$210K	0.78%	54
2024 Q1	$2.1M	Buy	+22,911	New	+$2.11M	0.71%	61

Other funds holding PM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Portfolio Design Labs's PM Position: Q3 2026 in Review

Portfolio Design Labs increased its Philip Morris (PM) stake by 2.3% in Q3 2026, buying an estimated $96.4K and bringing the position to 23,142 shares worth $4.42M. The position accounts for 0.71% of the portfolio, ranked #35.

Portfolio Design Labs first reported a position in PM in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.21M in Q2 2025. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Portfolio Design Labs held 23,142 shares of Philip Morris worth $4.42M as of Q3 2026.
Portfolio Design Labs bought 510 Philip Morris shares in Q3 2026, an estimated $96.4K.
Philip Morris made up 0.71% of Portfolio Design Labs's portfolio in Q3 2026, its #35 holding.
Portfolio Design Labs first reported a position in Philip Morris in Q1 2024 and has held it in 11 quarters since.
Portfolio Design Labs's Philip Morris position peaked at $5.21M in Q2 2025.
2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Portfolio Design Labs's 13F filing for Q3 2026, filed 4 Nov 2026.