Prudent Man Advisors
PM icon

Prudent Man Advisors’s Philip Morris PM Stock Holding History

Prudent Man Advisors’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 		$4.04M Sell
21,195
-435
-2% -$82.2K 0.95% 27
2026
Q2 		$3.91M Buy
21,630
+2,137
+11% +$371K 0.89% 31
2026
Q1 		$3.22M Buy
19,493
+6,821
+54% +$1.19M 0.97% 26
2025
Q4 		$2.03M Sell
12,672
-204
-2% -$31.6K 0.74% 26
2025
Q3 		$2.09M Sell
12,876
-5,033
-28% -$847K 0.77% 25
2025
Q2 		$3.26M Buy
17,909
+1,393
+8% +$239K 1.04% 19
2025
Q1 		$2.62M Buy
16,516
+613
+4% +$86.8K 0.95% 17
2024
Q4 		$1.91M Sell
15,903
-1,401
-8% -$177K 0.7% 23
2024
Q3 		$2.1M Sell
17,304
-359
-2% -$41.7K 0.7% 24
2024
Q2 		$1.79M Buy
17,663
+620
+4% +$60.6K 0.63% 27
2024
Q1 		$1.56M Buy
17,043
+645
+4% +$59.5K 0.59% 30
2023
Q4 		$1.54M Sell
16,398
-669
-4% -$61.6K 0.58% 30
2023
Q3 		$1.58M Sell
17,067
-281
-2% -$27K 0.63% 25
2023
Q2 		$1.69M Sell
17,348
-236
-1% -$22.5K 0.64% 25
2023
Q1 		$1.71M Sell
17,584
-262
-1% -$26.1K 0.67% 22
2022
Q4 		$1.81M Buy
17,846
+2,083
+13% +$197K 0.73% 22
2022
Q3 		$1.31M Buy
15,763
+1,160
+8% +$111K 0.62% 24
2022
Q2 		$1.44M Sell
14,603
-51
-0.3% -$5.2K 0.67% 22
2022
Q1 		$1.38M Sell
14,654
-354
-2% -$35.4K 0.56% 34
2021
Q4 		$1.43M Sell
15,008
-1,553
-9% -$145K 0.54% 35
2021
Q3 		$1.57M Sell
16,561
-77
-0.5% -$7.74K 0.59% 33
2021
Q2 		$1.65M Sell
16,638
-3,173
-16% -$304K 0.64% 26
2021
Q1 		$1.76M Buy
19,811
+595
+3% +$50.5K 0.74% 22
2020
Q4 		$1.59M Sell
19,216
-184
-0.9% -$14.3K 0.67% 23
2020
Q3 		$1.46M Buy
19,400
+346
+2% +$26.7K 0.77% 20
2020
Q2 		$1.34M Buy
+19,054
New +$1.39M 1.18% 16

Other funds holding PM

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Prudent Man Advisors's PM Position: Q3 2026 in Review

Prudent Man Advisors reduced its Philip Morris (PM) stake by 2% in Q3 2026, selling an estimated $82.2K and leaving 21,195 shares worth $4.04M. The position accounts for 0.95% of the portfolio, ranked #27.

Prudent Man Advisors first reported a position in PM in Q2 2020 and has held it in 26 quarters since. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Prudent Man Advisors held 21,195 shares of Philip Morris worth $4.04M as of Q3 2026.
  • Prudent Man Advisors sold 435 Philip Morris shares in Q3 2026, an estimated $82.2K.
  • Philip Morris made up 0.95% of Prudent Man Advisors's portfolio in Q3 2026, its #27 holding.
  • Prudent Man Advisors first reported a position in Philip Morris in Q2 2020 and has held it in 26 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.