Precedent Wealth Partners’s Philip Morris PM Stock Holding History

Precedent Wealth Partners’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	$482K	Sell	2,527 -2,304	-48%	-$435K	0.07%	144
2026 Q2	$874K	Buy	+4,831	New	+$838K	0.15%	119
2025 Q3	–	Sell	-1,370	Closed	-$250K	–	176
2025 Q2	$250K	Buy	+1,370	New	+$235K	0.06%	157
2024 Q3	–	Sell	-8,884	Closed	-$900K	–	148
2024 Q2	$900K	Buy	8,884 +958	+12%	+$93.7K	0.36%	74
2024 Q1	$726K	Buy	7,926 +397	+5%	+$36.6K	0.31%	81
2023 Q4	$708K	Buy	+7,529	New	+$694K	0.36%	75

Other funds holding PM

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Precedent Wealth Partners's PM Position: Q3 2026 in Review

Precedent Wealth Partners reduced its Philip Morris (PM) stake by 48% in Q3 2026, selling an estimated $435K and leaving 2,527 shares worth $482K. The position accounts for 0.07% of the portfolio, ranked #144.

Precedent Wealth Partners first reported a position in PM in Q4 2023 and has held it in 6 quarters since. The position peaked at $900K in Q2 2024. 862 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Precedent Wealth Partners held 2,527 shares of Philip Morris worth $482K as of Q3 2026.
Precedent Wealth Partners sold 2,304 Philip Morris shares in Q3 2026, an estimated $435K.
Philip Morris made up 0.07% of Precedent Wealth Partners's portfolio in Q3 2026, its #144 holding.
Precedent Wealth Partners first reported a position in Philip Morris in Q4 2023 and has held it in 6 quarters since.
Precedent Wealth Partners's Philip Morris position peaked at $900K in Q2 2024.
862 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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