Skyline Advisors’s Philip Morris PM Stock Holding History

Skyline Advisors’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	$890K	Buy	4,662 +1	+0%	+$189	0.28%	52
2026 Q2	$843K	Buy	4,661 +1	+0%	+$173	0.26%	53
2026 Q1	$770K	Sell	4,660 -27	-0.6%	-$4.69K	0.27%	55
2025 Q4	$752K	Buy	4,687 +31	+0.7%	+$4.8K	0.25%	44
2025 Q3	$755K	Buy	4,656 +2	+0%	+$336	0.26%	40
2025 Q2	$848K	Sell	4,654 -210	-4%	-$36.1K	0.31%	39
2025 Q1	$772K	Buy	4,864 +5	+0.1%	+$708	0.3%	37
2024 Q4	$585K	Sell	4,859 -71	-1%	-$8.96K	0.23%	45
2024 Q3	$598K	Buy	4,930 +81	+2%	+$9.41K	0.25%	41
2024 Q2	$491K	Buy	4,849 +6	+0.1%	+$587	0.21%	45
2024 Q1	$444K	Buy	4,843 +6	+0.1%	+$553	0.2%	46
2023 Q4	$455K	Buy	+4,837	New	+$446K	0.22%	42

Other funds holding PM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Skyline Advisors's PM Position: Q3 2026 in Review

Skyline Advisors increased its Philip Morris (PM) stake by 0.02% in Q3 2026, buying an estimated $189 and bringing the position to 4,662 shares worth $890K. The position accounts for 0.28% of the portfolio, ranked #52.

Skyline Advisors first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Skyline Advisors held 4,662 shares of Philip Morris worth $890K as of Q3 2026.
Skyline Advisors bought 1 Philip Morris share in Q3 2026, an estimated $189.
Philip Morris made up 0.28% of Skyline Advisors's portfolio in Q3 2026, its #52 holding.
Skyline Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Skyline Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.