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Retirement Solution’s Philip Morris PM Stock Holding History

Retirement Solution’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 		$225K Buy
+1,181
New +$223K 0.05% 51
2026
Q1 		– Sell
-1,317
Closed -$211K – 69
2025
Q4 		$211K Buy
+1,317
New +$204K 0.05% 52
2025
Q1 		– Sell
-1,796
Closed -$216K – 52
2024
Q4 		$216K Sell
1,796
-21
-1% -$2.65K 0.06% 38
2024
Q3 		$221K Buy
+1,817
New +$211K 0.05% 47

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Retirement Solution's PM Position: Q3 2026 in Review

Retirement Solution opened a new position in Philip Morris (PM) in Q3 2026: 1,181 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #51 among its holdings. This is a return to the name: Retirement Solution previously reported a position in PM as recently as Q4 2025.

Retirement Solution first reported a position in PM in Q3 2024 and has held it in 4 quarters since. 1,329 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Retirement Solution held 1,181 shares of Philip Morris worth $225K as of Q3 2026.
  • Philip Morris was a new Retirement Solution position in Q3 2026.
  • Philip Morris made up 0.05% of Retirement Solution's portfolio in Q3 2026, its #51 holding.
  • Retirement Solution first reported a position in Philip Morris in Q3 2024 and has held it in 4 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.