Stiles Financial Services
PM icon

Stiles Financial Services’s Philip Morris PM Stock Holding History

Stiles Financial 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 		$262K Sell
1,374
-139
-9% -$26.3K 0.07% 158
2026
Q2 		$274K Buy
1,513
+14
+0.9% +$2.43K 0.07% 153
2026
Q1 		$248K Sell
1,499
-1,379
-48% -$240K 0.08% 159
2025
Q4 		$462K Hold
2,878
– – 0.14% 121
2025
Q3 		$467K Hold
2,878
– – 0.15% 123
2025
Q2 		$524K Buy
+2,878
New +$494K 0.18% 112

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Stiles Financial Services's PM Position: Q3 2026 in Review

Stiles Financial Services reduced its Philip Morris (PM) stake by 9.2% in Q3 2026, selling an estimated $26.3K and leaving 1,374 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #158.

Stiles Financial Services first reported a position in PM in Q2 2025 and has held it in 6 quarters since. The position peaked at $524K in Q2 2025. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Stiles Financial Services held 1,374 shares of Philip Morris worth $262K as of Q3 2026.
  • Stiles Financial Services sold 139 Philip Morris shares in Q3 2026, an estimated $26.3K.
  • Philip Morris made up 0.07% of Stiles Financial Services's portfolio in Q3 2026, its #158 holding.
  • Stiles Financial Services first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
  • Stiles Financial Services's Philip Morris position peaked at $524K in Q2 2025.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.