Powers Advisory Group
PM icon

Powers Advisory Group’s Philip Morris PM Stock Holding History

Powers Advisory Group’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 		$798K Sell
4,182
-283
-6% -$53.5K 0.24% 54
2026
Q2 		$808K Sell
4,465
-151
-3% -$26.2K 0.25% 60
2026
Q1 		$763K Sell
4,616
-7
-0.2% -$1.22K 0.27% 55
2025
Q4 		$741K Buy
4,623
+26
+0.6% +$4.03K 0.28% 54
2025
Q3 		$746K Buy
4,597
+409
+10% +$68.8K 0.3% 53
2025
Q2 		$763K Sell
4,188
-46
-1% -$7.9K 0.34% 50
2025
Q1 		$672K Buy
4,234
+19
+0.5% +$2.69K 0.32% 54
2024
Q4 		$507K Buy
4,215
+29
+0.7% +$3.66K 0.25% 61
2024
Q3 		$508K Sell
4,186
-29
-0.7% -$3.37K 0.25% 61
2024
Q2 		$427K Buy
4,215
+18
+0.4% +$1.76K 0.23% 65
2024
Q1 		$384K Sell
4,197
-177
-4% -$16.3K 0.22% 67
2023
Q4 		$411K Buy
4,374
+37
+0.9% +$3.41K 0.25% 63
2023
Q3 		$402K Sell
4,337
-60
-1% -$5.78K 0.27% 63
2023
Q2 		$429K Sell
4,397
-25
-0.6% -$2.39K 0.28% 61
2023
Q1 		$430K Sell
4,422
-18
-0.4% -$1.79K 0.3% 63
2022
Q4 		$449K Buy
4,440
+39
+0.9% +$3.68K 0.33% 60
2022
Q3 		$365K Buy
4,401
+35
+0.8% +$3.34K 0.29% 67
2022
Q2 		$431K Sell
4,366
-260
-6% -$26.5K 0.33% 67
2022
Q1 		$435K Buy
4,626
+33
+0.7% +$3.3K 0.3% 68
2021
Q4 		$436K Buy
+4,593
New +$429K 0.31% 67

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Powers Advisory Group's PM Position: Q3 2026 in Review

Powers Advisory Group reduced its Philip Morris (PM) stake by 6.3% in Q3 2026, selling an estimated $53.5K and leaving 4,182 shares worth $798K. The position accounts for 0.24% of the portfolio, ranked #54.

Powers Advisory Group first reported a position in PM in Q4 2021 and has held it in 20 quarters since. The position peaked at $808K in Q2 2026. 842 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Powers Advisory Group held 4,182 shares of Philip Morris worth $798K as of Q3 2026.
  • Powers Advisory Group sold 283 Philip Morris shares in Q3 2026, an estimated $53.5K.
  • Philip Morris made up 0.24% of Powers Advisory Group's portfolio in Q3 2026, its #54 holding.
  • Powers Advisory Group first reported a position in Philip Morris in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Philip Morris position peaked at $808K in Q2 2026.
  • 842 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.