Retirement Wealth Solutions’s Philip Morris PM Stock Holding History

Retirement Wealth Solutions’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	$80.5K	Buy	422 +28	+7%	+$5.29K	0.04%	92
2026 Q2	$71.2K	Buy	394 +1	+0.3%	+$173	0.04%	90
2026 Q1	$65K	Sell	393 -74	-16%	-$12.9K	0.04%	86
2025 Q4	$74.9K	Buy	467 +2	+0.4%	+$310	0.05%	76
2025 Q3	$75.4K	Buy	465 +2	+0.4%	+$336	0.05%	74
2025 Q2	$84.3K	Buy	463 +2	+0.4%	+$343	0.06%	65
2025 Q1	$73.1K	Buy	461 +3	+0.7%	+$425	0.06%	65
2024 Q4	$53.7K	Buy	+458	New	+$57.8K	0.05%	81

Other funds holding PM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

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

Retirement Wealth Solutions's PM Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Philip Morris (PM) stake by 7.1% in Q3 2026, buying an estimated $5.29K and bringing the position to 422 shares worth $80.5K. The position accounts for 0.04% of the portfolio, ranked #92.

Retirement Wealth Solutions first reported a position in PM in Q4 2024 and has held it in 8 quarters since. The position peaked at $84.3K in Q2 2025. 1,541 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Retirement Wealth Solutions held 422 shares of Philip Morris worth $80.5K as of Q3 2026.
Retirement Wealth Solutions bought 28 Philip Morris shares in Q3 2026, an estimated $5.29K.
Philip Morris made up 0.04% of Retirement Wealth Solutions's portfolio in Q3 2026, its #92 holding.
Retirement Wealth Solutions first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Philip Morris position peaked at $84.3K in Q2 2025.
1,541 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.