Team Financial Group’s Philip Morris PM Stock Holding History

Team Financial Group’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	$14.4K	Buy	+75	New	+$14.2K	0.01%	194
2026 Q2	–	Sell	-74	Closed	-$12.2K	–	197
2026 Q1	$12.2K	Buy	74 +1	+1%	+$174	0.01%	189
2025 Q4	$11.8K	Hold	73	–	–	0.01%	180
2025 Q3	$11.8K	Buy	73 +1	+1%	+$168	0.01%	180
2025 Q2	$13.1K	Buy	+72	New	+$12.4K	0.01%	158
2024 Q1	–	Sell	-67	Closed	-$6.32K	–	161
2023 Q4	$6.32K	Buy	67 +1	+2%	+$92	﹤0.01%	128
2023 Q3	$6.22K	Buy	+66	New	+$6.35K	0.01%	129

Other funds holding PM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Team Financial Group's PM Position: Q3 2026 in Review

Team Financial Group opened a new position in Philip Morris (PM) in Q3 2026: 75 shares worth $14.4K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings. This is a return to the name: Team Financial Group previously reported a position in PM as recently as Q1 2026.

Team Financial Group first reported a position in PM in Q3 2023 and has held it in 7 quarters since. 1,424 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Team Financial Group held 75 shares of Philip Morris worth $14.4K as of Q3 2026.
Philip Morris was a new Team Financial Group position in Q3 2026.
Philip Morris made up 0.01% of Team Financial Group's portfolio in Q3 2026, its #194 holding.
Team Financial Group first reported a position in Philip Morris in Q3 2023 and has held it in 7 quarters since.
1,424 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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