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

Sterling 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 		$238K Hold
1,246
– – 0.06% 109
2026
Q2 		$225K Hold
1,246
– – 0.06% 113
2026
Q1 		$206K Buy
+1,246
New +$217K 0.06% 108
2025
Q4 		– Sell
-1,246
Closed -$202K – 112
2025
Q3 		$202K Hold
1,246
– – 0.06% 106
2025
Q2 		$227K Buy
+1,246
New +$214K 0.08% 99

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

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

Sterling Wealth Management held its Philip Morris (PM) position steady in Q3 2026 at 1,246 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #109.

Sterling Wealth Management first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Sterling Wealth Management held 1,246 shares of Philip Morris worth $238K as of Q3 2026.
  • Sterling Wealth Management left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 0.06% of Sterling Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Sterling Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.