Professional Advisory Services’s Philip Morris PM Stock Holding History

Professional Advisory 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	$286K	Hold	1,500	–	–	0.03%	79
2026 Q2	$271K	Hold	1,500	–	–	0.03%	84
2026 Q1	$248K	Hold	1,500	–	–	0.03%	76
2025 Q4	$241K	Hold	1,500	–	–	0.03%	75
2025 Q3	$243K	Hold	1,500	–	–	0.03%	78
2025 Q2	$273K	Hold	1,500	–	–	0.04%	74
2025 Q1	$238K	Buy	+1,500	New	+$212K	0.03%	72
2023 Q3	–	Sell	-2,585	Closed	-$252K	–	71
2023 Q2	$252K	Sell	2,585 -165	-6%	-$15.8K	0.04%	65
2023 Q1	$267K	Hold	2,750	–	–	0.04%	63
2022 Q4	$278K	Buy	2,750 +75	+3%	+$7.08K	0.05%	64
2022 Q3	$222K	Hold	2,675	–	–	0.04%	66
2022 Q2	$264K	Hold	2,675	–	–	0.04%	64
2022 Q1	$251K	Hold	2,675	–	–	0.04%	69
2021 Q4	$254K	Buy	2,675 +315	+13%	+$29.4K	0.03%	72
2021 Q3	$224K	Buy	2,360 +125	+6%	+$12.6K	0.03%	74
2021 Q2	$222K	Buy	+2,235	New	+$214K	0.03%	75
2020 Q1	–	Sell	-2,400	Closed	-$204K	–	68
2019 Q4	$204K	Buy	+2,400	New	+$198K	0.04%	69
2019 Q2	–	Sell	-2,400	Closed	-$212K	–	65
2019 Q1	$212K	Buy	+2,400	New	+$193K	0.04%	65
2018 Q2	–	Sell	-2,350	Closed	-$234K	–	64
2018 Q1	$234K	Hold	2,350	–	–	0.05%	59
2017 Q4	$248K	Hold	2,350	–	–	0.05%	58
2017 Q3	$261K	Hold	2,350	–	–	0.06%	53
2017 Q2	$276K	Hold	2,350	–	–	0.06%	50
2017 Q1	$265K	Hold	2,350	–	–	0.06%	50
2016 Q4	$215K	Hold	2,350	–	–	0.05%	54
2016 Q3	$228K	Hold	2,350	–	–	0.05%	52
2016 Q2	$239K	Hold	2,350	–	–	0.05%	51
2016 Q1	$231K	Hold	2,350	–	–	0.05%	52
2015 Q4	$207K	Buy	+2,350	New	+$204K	0.05%	54
2014 Q1	–	Sell	-2,350	Closed	-$205K	–	51
2013 Q4	$205K	Hold	2,350	–	–	0.05%	45
2013 Q3	$203K	Hold	2,350	–	–	0.06%	44
2013 Q2	$204K	Buy	+2,350	New	+$218K	0.06%	45

Other funds holding PM

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Professional Advisory Services's PM Position: Q3 2026 in Review

Professional Advisory Services held its Philip Morris (PM) position steady in Q3 2026 at 1,500 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #79.

Professional Advisory Services first reported a position in PM in Q2 2013 and has held it in 31 quarters since. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Professional Advisory Services held 1,500 shares of Philip Morris worth $286K as of Q3 2026.
Professional Advisory Services left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.03% of Professional Advisory Services's portfolio in Q3 2026, its #79 holding.
Professional Advisory Services first reported a position in Philip Morris in Q2 2013 and has held it in 31 quarters since.
160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.