Rede Wealth’s Philip Morris PM Stock Holding History

Rede 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	$264K	Sell	1,383 -31	-2%	-$5.86K	0.09%	105
2026 Q2	$256K	Hold	1,414	–	–	0.08%	108
2026 Q1	$234K	Hold	1,414	–	–	0.08%	101
2025 Q4	$227K	Sell	1,414 -819	-37%	-$127K	0.08%	103
2025 Q3	$362K	Buy	2,233 +819	+58%	+$138K	0.28%	67
2025 Q2	$258K	Hold	1,414	–	–	0.09%	99
2025 Q1	$224K	Buy	+1,414	New	+$200K	0.08%	101
2023 Q3	–	Sell	-2,202	Closed	-$215K	–	91
2023 Q2	$215K	Sell	2,202 -250	-10%	-$23.9K	0.1%	92
2023 Q1	$238K	Hold	2,452	–	–	0.12%	84
2022 Q4	$248K	Sell	2,452 -61	-2%	-$5.76K	0.13%	80
2022 Q3	$209K	Hold	2,513	–	–	0.12%	86
2022 Q2	$248K	Hold	2,513	–	–	0.14%	84
2022 Q1	$236K	Hold	2,513	–	–	0.11%	97
2021 Q4	$239K	Hold	2,513	–	–	0.12%	97
2021 Q3	$238K	Hold	2,513	–	–	0.13%	97
2021 Q2	$249K	Hold	2,513	–	–	0.13%	96
2021 Q1	$223K	Hold	2,513	–	–	0.13%	96
2020 Q4	$208K	Buy	+2,513	New	+$196K	0.14%	91

Other funds holding PM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Rede Wealth's PM Position: Q3 2026 in Review

Rede Wealth reduced its Philip Morris (PM) stake by 2.2% in Q3 2026, selling an estimated $5.86K and leaving 1,383 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #105.

Rede Wealth first reported a position in PM in Q4 2020 and has held it in 18 quarters since. The position peaked at $362K in Q3 2025. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Rede Wealth held 1,383 shares of Philip Morris worth $264K as of Q3 2026.
Rede Wealth sold 31 Philip Morris shares in Q3 2026, an estimated $5.86K.
Philip Morris made up 0.09% of Rede Wealth's portfolio in Q3 2026, its #105 holding.
Rede Wealth first reported a position in Philip Morris in Q4 2020 and has held it in 18 quarters since.
Rede Wealth's Philip Morris position peaked at $362K in Q3 2025.
933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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