Proathlete Wealth Management
PM icon

Proathlete Wealth Management’s Philip Morris PM Stock Holding History

Proathlete Wealth Management’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 		$384K Buy
2,013
+310
+18% +$58.6K 0.08% 57
2026
Q2 		$308K Hold
1,703
– – 0.08% 53
2026
Q1 		$282K Hold
1,703
– – 0.08% 54
2025
Q4 		$273K Buy
1,703
+36
+2% +$5.58K 0.07% 53
2025
Q3 		$270K Sell
1,667
-7
-0.4% -$1.18K 0.08% 52
2025
Q2 		$305K Buy
1,674
+7
+0.4% +$1.2K 0.1% 49
2025
Q1 		$265K Hold
1,667
– – 0.1% 54
2024
Q4 		$201K Hold
1,667
– – 0.08% 60
2024
Q3 		$202K Buy
+1,667
New +$194K 0.08% 59

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Proathlete Wealth Management's PM Position: Q3 2026 in Review

Proathlete Wealth Management increased its Philip Morris (PM) stake by 18% in Q3 2026, buying an estimated $58.6K and bringing the position to 2,013 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #57.

Proathlete Wealth Management first reported a position in PM in Q3 2024 and has held it in 9 quarters since. 2,126 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Proathlete Wealth Management held 2,013 shares of Philip Morris worth $384K as of Q3 2026.
  • Proathlete Wealth Management bought 310 Philip Morris shares in Q3 2026, an estimated $58.6K.
  • Philip Morris made up 0.08% of Proathlete Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Proathlete Wealth Management first reported a position in Philip Morris in Q3 2024 and has held it in 9 quarters since.
  • 2,126 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.