Strata Wealth Advisors
PM icon

Strata Wealth Advisors’s Philip Morris PM Stock Holding History

Strata Wealth 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 		$595K Buy
3,120
+100
+3% +$18.9K 0.14% 55
2026
Q2 		$546K Buy
3,020
+125
+4% +$21.7K 0.13% 55
2026
Q1 		$479K Sell
2,895
-10
-0.3% -$1.74K 0.13% 53
2025
Q4 		$466K Sell
2,905
-1,178
-29% -$183K 0.13% 54
2025
Q3 		$662K Buy
+4,083
New +$687K 0.17% 49

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Strata Wealth Advisors's PM Position: Q3 2026 in Review

Strata Wealth Advisors increased its Philip Morris (PM) stake by 3.3% in Q3 2026, buying an estimated $18.9K and bringing the position to 3,120 shares worth $595K. The position accounts for 0.14% of the portfolio, ranked #55.

Strata Wealth Advisors first reported a position in PM in Q3 2025 and has held it in 5 quarters since. The position peaked at $662K in Q3 2025. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Strata Wealth Advisors held 3,120 shares of Philip Morris worth $595K as of Q3 2026.
  • Strata Wealth Advisors bought 100 Philip Morris shares in Q3 2026, an estimated $18.9K.
  • Philip Morris made up 0.14% of Strata Wealth Advisors's portfolio in Q3 2026, its #55 holding.
  • Strata Wealth Advisors first reported a position in Philip Morris in Q3 2025 and has held it in 5 quarters since.
  • Strata Wealth Advisors's Philip Morris position peaked at $662K in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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