Rossby Financial
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Rossby Financial’s Philip Morris PM Stock Holding History

Rossby Financial’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 		$623K Buy
3,263
+1,035
+46% +$196K 0.09% 211
2026
Q2 		$403K Sell
2,228
-196
-8% -$34K 0.07% 236
2026
Q1 		$381K Buy
2,424
+1,145
+90% +$199K 0.08% 231
2025
Q4 		$205K Sell
1,279
-216
-14% -$33.5K 0.06% 272
2025
Q3 		$240K Buy
1,495
+197
+15% +$33.1K 0.08% 246
2025
Q2 		$236K Sell
1,298
-390
-23% -$67K 0.09% 227
2025
Q1 		$287K Buy
+1,688
New +$239K 0.12% 173

Other funds holding PM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Rossby Financial's PM Position: Q3 2026 in Review

Rossby Financial increased its Philip Morris (PM) stake by 46% in Q3 2026, buying an estimated $196K and bringing the position to 3,263 shares worth $623K. The position accounts for 0.09% of the portfolio, ranked #211.

Rossby Financial first reported a position in PM in Q1 2025 and has held it in 7 quarters since. 1,947 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Rossby Financial held 3,263 shares of Philip Morris worth $623K as of Q3 2026.
  • Rossby Financial bought 1,035 Philip Morris shares in Q3 2026, an estimated $196K.
  • Philip Morris made up 0.09% of Rossby Financial's portfolio in Q3 2026, its #211 holding.
  • Rossby Financial first reported a position in Philip Morris in Q1 2025 and has held it in 7 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.