Salomon & Ludwin
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Salomon & Ludwin’s Philip Morris PM Stock Holding History

Salomon & Ludwin’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 		$5.24M Sell
27,452
-146
-0.5% -$27.6K 0.43% 41
2026
Q2 		$4.9M Sell
27,598
-303
-1% -$52.6K 0.4% 46
2026
Q1 		$4.41M Sell
27,901
-38
-0.1% -$6.6K 0.39% 47
2025
Q4 		$4.47M Buy
27,939
+99
+0.4% +$15.3K 0.39% 46
2025
Q3 		$4.27M Buy
27,840
+340
+1% +$57.2K 0.38% 48
2025
Q2 		$4.84M Sell
27,500
-1,923
-7% -$330K 0.48% 41
2025
Q1 		$4.67M Buy
29,423
+715
+2% +$101K 0.5% 40
2024
Q4 		$3.46M Sell
28,708
-200
-0.7% -$25.2K 0.37% 48
2024
Q3 		$3.51M Sell
28,908
-259
-0.9% -$30.1K 0.36% 52
2024
Q2 		$2.96M Sell
29,167
-4,019
-12% -$393K 0.33% 56
2024
Q1 		$3.04M Sell
33,186
-2,242
-6% -$207K 0.26% 60
2023
Q4 		$3.28M Hold
35,428
– – 0.34% 52
2023
Q3 		$3.28M Buy
35,428
+105
+0.3% +$10.1K 0.34% 52
2023
Q2 		$3.45M Sell
35,323
-165
-0.5% -$15.8K 0.37% 51
2023
Q1 		$3.45M Sell
35,488
-55
-0.2% -$5.48K 0.41% 48
2022
Q4 		$3.6M Buy
35,543
+14,383
+68% +$1.36M 0.46% 46
2022
Q3 		$1.76M Buy
21,160
+11,516
+119% +$1.1M 0.26% 52
2022
Q2 		$952K Buy
9,644
+6,108
+173% +$623K 0.15% 54
2022
Q1 		$332K Buy
3,536
+470
+15% +$47K 0.05% 87
2021
Q4 		$291K Buy
3,066
+820
+37% +$76.6K 0.04% 90
2021
Q3 		$213K Buy
+2,246
New +$226K 0.03% 94
2020
Q2 		– Sell
-387
Closed -$28K – 181
2020
Q1 		$28K Hold
387
– – 0.01% 122
2019
Q4 		$33K Hold
387
– – 0.01% 128
2019
Q3 		$29K Hold
387
– – 0.01% 125
2019
Q2 		$30K Buy
387
+87
+29% +$7.19K 0.01% 115
2019
Q1 		$27K Hold
300
– – 0.01% 115
2018
Q4 		$20K Buy
+300
New +$25.1K ﹤0.01% 125

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Salomon & Ludwin's PM Position: Q3 2026 in Review

Salomon & Ludwin reduced its Philip Morris (PM) stake by 0.53% in Q3 2026, selling an estimated $27.6K and leaving 27,452 shares worth $5.24M. The position accounts for 0.43% of the portfolio, ranked #41.

Salomon & Ludwin first reported a position in PM in Q4 2018 and has held it in 27 quarters since. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Salomon & Ludwin held 27,452 shares of Philip Morris worth $5.24M as of Q3 2026.
  • Salomon & Ludwin sold 146 Philip Morris shares in Q3 2026, an estimated $27.6K.
  • Philip Morris made up 0.43% of Salomon & Ludwin's portfolio in Q3 2026, its #41 holding.
  • Salomon & Ludwin first reported a position in Philip Morris in Q4 2018 and has held it in 27 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.