Quaker Wealth Management
PM icon

Quaker Wealth Management’s Philip Morris PM Stock Holding History

Quaker 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 		$14.7K Buy
77
+37
+93% +$6.99K ﹤0.01% 274
2026
Q2 		$7.24K Buy
40
+2
+5% +$347 ﹤0.01% 310
2026
Q1 		$6.28K Buy
38
+6
+19% +$1.04K ﹤0.01% 326
2025
Q4 		$5.13K Buy
32
+5
+19% +$775 ﹤0.01% 356
2025
Q3 		$4.38K Hold
27
– – ﹤0.01% 327
2025
Q2 		$4.92K Buy
+27
New +$4.64K ﹤0.01% 334

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

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

Quaker Wealth Management increased its Philip Morris (PM) stake by 93% in Q3 2026, buying an estimated $6.99K and bringing the position to 77 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Quaker Wealth Management first reported a position in PM in Q2 2025 and has held it in 6 quarters since. 939 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Quaker Wealth Management held 77 shares of Philip Morris worth $14.7K as of Q3 2026.
  • Quaker Wealth Management bought 37 Philip Morris shares in Q3 2026, an estimated $6.99K.
  • Philip Morris made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #274 holding.
  • Quaker Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
  • 939 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.