Premier Path Wealth Partners
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Premier Path Wealth Partners’s Philip Morris PM Stock Holding History

Premier Path 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 		$1.93M Buy
10,135
+616
+6% +$116K 0.23% 100
2026
Q2 		$1.72M Buy
9,519
+1,007
+12% +$175K 0.2% 104
2026
Q1 		$1.41M Buy
8,512
+740
+10% +$129K 0.18% 125
2025
Q4 		$1.25M Buy
7,772
+725
+10% +$112K 0.16% 125
2025
Q3 		$1.14M Buy
7,047
+93
+1% +$15.6K 0.15% 161
2025
Q2 		$1.27M Buy
6,954
+529
+8% +$90.8K 0.18% 132
2025
Q1 		$1.02M Buy
6,425
+328
+5% +$46.5K 0.16% 158
2024
Q4 		$734K Buy
6,097
+34
+0.6% +$4.29K 0.11% 185
2024
Q3 		$736K Buy
6,063
+53
+0.9% +$6.16K 0.12% 182
2024
Q2 		$609K Sell
6,010
-493
-8% -$48.2K 0.1% 195
2024
Q1 		$596K Sell
6,503
-1,043
-14% -$96.2K 0.11% 180
2023
Q4 		$710K Buy
+7,546
New +$695K 0.16% 148

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

Premier Path Wealth Partners's PM Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Philip Morris (PM) stake by 6.5% in Q3 2026, buying an estimated $116K and bringing the position to 10,135 shares worth $1.93M. The position accounts for 0.23% of the portfolio, ranked #100.

Premier Path Wealth Partners first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 853 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Premier Path Wealth Partners held 10,135 shares of Philip Morris worth $1.93M as of Q3 2026.
  • Premier Path Wealth Partners bought 616 Philip Morris shares in Q3 2026, an estimated $116K.
  • Philip Morris made up 0.23% of Premier Path Wealth Partners's portfolio in Q3 2026, its #100 holding.
  • Premier Path Wealth Partners first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • 853 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.