Primoris Wealth Advisors
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Primoris Wealth Advisors’s Philip Morris PM Stock Holding History

Primoris Wealth Advisors’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 		$3.7M Buy
19,373
+75
+0.4% +$14.2K 1.72% 21
2026
Q2 		$3.49M Buy
19,298
+1,585
+9% +$275K 1.59% 18
2026
Q1 		$2.93M Hold
17,713
– – 2.05% 17
2025
Q4 		$2.84M Hold
17,713
– – 1.7% 21
2025
Q3 		$2.87M Sell
17,713
-3,100
-15% -$522K 1.83% 17
2025
Q2 		$3.79M Buy
20,813
+6,150
+42% +$1.06M 2.59% 12
2025
Q1 		$2.33M Sell
14,663
-5,250
-26% -$744K 1.8% 20
2024
Q4 		$2.4M Sell
19,913
-3,050
-13% -$385K 1.82% 18
2024
Q3 		$2.82M Buy
22,963
+9,450
+70% +$1.1M 2.05% 16
2024
Q2 		$1.37M Buy
13,513
+250
+2% +$24.4K 1.09% 30
2024
Q1 		$1.22M Buy
+13,263
New +$1.22M 0.97% 36

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Primoris Wealth Advisors's PM Position: Q3 2026 in Review

Primoris Wealth Advisors increased its Philip Morris (PM) stake by 0.39% in Q3 2026, buying an estimated $14.2K and bringing the position to 19,373 shares worth $3.7M. The position accounts for 1.72% of the portfolio, ranked #21.

Primoris Wealth Advisors first reported a position in PM in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.79M in Q2 2025. 1,325 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Primoris Wealth Advisors held 19,373 shares of Philip Morris worth $3.7M as of Q3 2026.
  • Primoris Wealth Advisors bought 75 Philip Morris shares in Q3 2026, an estimated $14.2K.
  • Philip Morris made up 1.72% of Primoris Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Primoris Wealth Advisors first reported a position in Philip Morris in Q1 2024 and has held it in 11 quarters since.
  • Primoris Wealth Advisors's Philip Morris position peaked at $3.79M in Q2 2025.
  • 1,325 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.