PCS
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Private Client Services’s Philip Morris PM Stock Holding History

Private Client Services’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 		$735K Buy
3,850
+367
+11% +$69.3K 0.2% 97
2026
Q2 		$630K Buy
3,483
+196
+6% +$34K 0.17% 115
2026
Q1 		$543K Buy
3,287
+1,386
+73% +$241K 0.16% 108
2025
Q4 		$305K Buy
1,901
+258
+16% +$40K 0.1% 141
2025
Q3 		$267K Sell
1,643
-2,178
-57% -$366K 0.09% 160
2025
Q2 		$696K Buy
3,821
+965
+34% +$166K 0.27% 83
2025
Q1 		$453K Sell
2,856
-46
-2% -$6.52K 0.22% 95
2024
Q4 		$349K Sell
2,902
-64
-2% -$8.07K 0.19% 106
2024
Q3 		$360K Buy
2,966
+5
+0.2% +$581 0.19% 101
2024
Q2 		$300K Sell
2,961
-363
-11% -$35.5K 0.19% 100
2024
Q1 		$305K Buy
3,324
+148
+5% +$13.6K 0.2% 95
2023
Q4 		$299K Buy
+3,176
New +$293K 0.25% 104

Other funds holding PM

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Client Services's PM Position: Q3 2026 in Review

Private Client Services increased its Philip Morris (PM) stake by 11% in Q3 2026, buying an estimated $69.3K and bringing the position to 3,850 shares worth $735K. The position accounts for 0.2% of the portfolio, ranked #97.

Private Client Services first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 216 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Private Client Services held 3,850 shares of Philip Morris worth $735K as of Q3 2026.
  • Private Client Services bought 367 Philip Morris shares in Q3 2026, an estimated $69.3K.
  • Philip Morris made up 0.2% of Private Client Services's portfolio in Q3 2026, its #97 holding.
  • Private Client Services first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • 216 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.