Prosperitas Financial
PM icon

Prosperitas Financial’s Philip Morris PM Stock Holding History

Prosperitas Financial’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 		$6.27M Buy
32,835
+2,090
+7% +$395K 1.89% 18
2026
Q2 		$5.56M Buy
30,745
+2,898
+10% +$503K 1.78% 21
2026
Q1 		$4.6M Buy
27,847
+985
+4% +$171K 1.72% 23
2025
Q4 		$4.31M Buy
26,862
+1,060
+4% +$164K 1.67% 20
2025
Q3 		$4.19M Buy
25,802
+1,352
+6% +$227K 1.74% 21
2025
Q2 		$4.45M Buy
24,450
+263
+1% +$45.2K 2.09% 15
2025
Q1 		$3.84M Buy
24,187
+254
+1% +$36K 1.98% 17
2024
Q4 		$2.88M Buy
23,933
+1,499
+7% +$189K 1.46% 24
2024
Q3 		$2.72M Buy
22,434
+1,493
+7% +$173K 1.47% 23
2024
Q2 		$2.12M Buy
20,941
+1,785
+9% +$175K 1.29% 28
2024
Q1 		$1.76M Buy
19,156
+3,696
+24% +$341K 1.12% 33
2023
Q4 		$1.45M Buy
15,460
+10,532
+214% +$970K 1.07% 33
2023
Q3 		$456K Buy
+4,928
New +$474K 0.35% 49

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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prosperitas Financial's PM Position: Q3 2026 in Review

Prosperitas Financial increased its Philip Morris (PM) stake by 6.8% in Q3 2026, buying an estimated $395K and bringing the position to 32,835 shares worth $6.27M. The position accounts for 1.89% of the portfolio, ranked #18.

Prosperitas Financial first reported a position in PM in Q3 2023 and has held it in 13 quarters since. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Prosperitas Financial held 32,835 shares of Philip Morris worth $6.27M as of Q3 2026.
  • Prosperitas Financial bought 2,090 Philip Morris shares in Q3 2026, an estimated $395K.
  • Philip Morris made up 1.89% of Prosperitas Financial's portfolio in Q3 2026, its #18 holding.
  • Prosperitas Financial first reported a position in Philip Morris in Q3 2023 and has held it in 13 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.