Sculati Wealth Management
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Sculati Wealth Management’s Philip Morris PM Stock Holding History

Sculati Wealth Management’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 		$242K Hold
1,200
– – 0.08% 111
2026
Q2 		$232K Buy
+1,200
New +$208K 0.08% 113
2025
Q3 		– Sell
-1,200
Closed -$219K – 127
2025
Q2 		$219K Buy
+1,200
New +$206K 0.08% 116

Other funds holding PM

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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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sculati Wealth Management's PM Position: Q3 2026 in Review

Sculati Wealth Management held its Philip Morris (PM) position steady in Q3 2026 at 1,200 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #111.

Sculati Wealth Management first reported a position in PM in Q2 2025 and has held it in 3 quarters since. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Sculati Wealth Management held 1,200 shares of Philip Morris worth $242K as of Q3 2026.
  • Sculati Wealth Management left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.08% of Sculati Wealth Management's portfolio in Q3 2026, its #111 holding.
  • Sculati Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.