PUREfi Wealth
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PUREfi Wealth’s Philip Morris PM Stock Holding History

PUREfi Wealth’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 		$442K Sell
2,317
-47
-2% -$8.88K 0.21% 117
2026
Q2 		$428K Buy
2,364
+129
+6% +$22.4K 0.23% 113
2026
Q1 		$370K Buy
+2,235
New +$388K 0.24% 114

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

PUREfi Wealth's PM Position: Q3 2026 in Review

PUREfi Wealth reduced its Philip Morris (PM) stake by 2% in Q3 2026, selling an estimated $8.88K and leaving 2,317 shares worth $442K. The position accounts for 0.21% of the portfolio, ranked #117.

PUREfi Wealth first reported a position in PM in Q1 2026 and has held it in 3 quarters since. 1,424 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • PUREfi Wealth held 2,317 shares of Philip Morris worth $442K as of Q3 2026.
  • PUREfi Wealth sold 47 Philip Morris shares in Q3 2026, an estimated $8.88K.
  • Philip Morris made up 0.21% of PUREfi Wealth's portfolio in Q3 2026, its #117 holding.
  • PUREfi Wealth first reported a position in Philip Morris in Q1 2026 and has held it in 3 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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