Stelac Advisory Services’s Philip Morris PM Stock Holding History

Stelac Advisory Services’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	$101K	Buy	+527	New	+$100K	0.02%	172
2023 Q3	–	Sell	-5,487	Closed	-$536K	–	148
2023 Q2	$536K	Sell	5,487 -618	-10%	-$59K	0.24%	82
2023 Q1	$594K	Buy	6,105 +145	+2%	+$14.4K	0.26%	68
2022 Q4	$603K	Buy	5,960 +156	+3%	+$14.7K	0.27%	60
2022 Q3	$482K	Hold	5,804	–	–	0.22%	79
2022 Q2	$573K	Buy	5,804 +3,614	+165%	+$368K	0.23%	61
2022 Q1	$206K	Sell	2,190 -3,867	-64%	-$387K	0.07%	99
2021 Q4	$575K	Sell	6,057 -166	-3%	-$15.5K	0.16%	82
2021 Q3	$590K	Buy	6,223 +992	+19%	+$100K	0.16%	95
2021 Q2	$518K	Buy	+5,231	New	+$502K	0.12%	125
2018 Q3	–	Sell	-2,000	Closed	-$161K	–	166
2018 Q2	$161K	Hold	2,000	–	–	0.04%	98
2018 Q1	$199K	Buy	+2,000	New	+$208K	0.06%	71

Other funds holding PM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stelac Advisory Services's PM Position: Q3 2026 in Review

Stelac Advisory Services opened a new position in Philip Morris (PM) in Q3 2026: 527 shares worth $101K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings. This is a return to the name: Stelac Advisory Services previously reported a position in PM as recently as Q2 2023.

Stelac Advisory Services first reported a position in PM in Q1 2018 and has held it in 12 quarters since. The position peaked at $603K in Q4 2022. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Stelac Advisory Services held 527 shares of Philip Morris worth $101K as of Q3 2026.
Philip Morris was a new Stelac Advisory Services position in Q3 2026.
Philip Morris made up 0.02% of Stelac Advisory Services's portfolio in Q3 2026, its #172 holding.
Stelac Advisory Services first reported a position in Philip Morris in Q1 2018 and has held it in 12 quarters since.
Stelac Advisory Services's Philip Morris position peaked at $603K in Q4 2022.
2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Stelac Advisory Services's 13F filing for Q3 2026, filed 10 Nov 2026.