Private Wealth Group’s Philip Morris PM Stock Holding History

Private Wealth 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	$363K	Hold	1,905	–	–	0.14%	46
2026 Q2	$345K	Hold	1,905	–	–	0.13%	56
2026 Q1	$315K	Hold	1,905	–	–	0.15%	51
2025 Q4	$306K	Buy	1,905 +55	+3%	+$8.52K	0.15%	52
2025 Q3	$300K	Hold	1,850	–	–	0.15%	50
2025 Q2	$337K	Hold	1,850	–	–	0.18%	54
2025 Q1	$294K	Hold	1,850	–	–	0.17%	51
2024 Q4	$223K	Hold	1,850	–	–	0.11%	63
2024 Q3	$225K	Buy	+1,850	New	+$215K	0.11%	60
2018 Q3	–	Sell	-2,960	Closed	-$239K	–	27
2018 Q2	$239K	Hold	2,960	–	–	0.23%	26
2018 Q1	$294K	Buy	2,960 +3	+0.1%	+$312	0.5%	17
2017 Q4	$312K	Buy	+2,957	New	+$315K	0.36%	20

Other funds holding PM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Private Wealth Group's PM Position: Q3 2026 in Review

Private Wealth Group held its Philip Morris (PM) position steady in Q3 2026 at 1,905 shares worth $363K. The position accounts for 0.14% of the portfolio, ranked #46.

Private Wealth Group first reported a position in PM in Q4 2017 and has held it in 12 quarters since. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Private Wealth Group held 1,905 shares of Philip Morris worth $363K as of Q3 2026.
Private Wealth Group left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.14% of Private Wealth Group's portfolio in Q3 2026, its #46 holding.
Private Wealth Group first reported a position in Philip Morris in Q4 2017 and has held it in 12 quarters since.
1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.