Smith Thornton Advisors
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Smith Thornton Advisors’s Philip Morris PM Stock Holding History

Smith Thornton 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 		$231K Buy
1,212
+30
+3% +$5.67K 0.1% 126
2026
Q2 		$213K Buy
+1,182
New +$205K 0.09% 130
2025
Q3 		– Sell
-1,144
Closed -$208K – 137
2025
Q2 		$208K Buy
+1,144
New +$196K 0.12% 127

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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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Smith Thornton Advisors's PM Position: Q3 2026 in Review

Smith Thornton Advisors increased its Philip Morris (PM) stake by 2.5% in Q3 2026, buying an estimated $5.67K and bringing the position to 1,212 shares worth $231K. The position accounts for 0.1% of the portfolio, ranked #126.

Smith Thornton Advisors first reported a position in PM in Q2 2025 and has held it in 3 quarters since. 1,648 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Smith Thornton Advisors held 1,212 shares of Philip Morris worth $231K as of Q3 2026.
  • Smith Thornton Advisors bought 30 Philip Morris shares in Q3 2026, an estimated $5.67K.
  • Philip Morris made up 0.1% of Smith Thornton Advisors's portfolio in Q3 2026, its #126 holding.
  • Smith Thornton Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • 1,648 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.