Third View Private Wealth
PM icon

Third View Private Wealth’s Philip Morris PM Stock Holding History

Third View Private Wealth’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 		$610K Buy
3,198
+562
+21% +$106K 0.07% 155
2026
Q2 		$477K Buy
2,636
+517
+24% +$89.7K 0.06% 188
2026
Q1 		$350K Buy
2,119
+679
+47% +$118K 0.05% 209
2025
Q4 		$231K Buy
+1,440
New +$223K 0.03% 255

Other funds holding PM

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
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

Third View Private Wealth's PM Position: Q3 2026 in Review

Third View Private Wealth increased its Philip Morris (PM) stake by 21% in Q3 2026, buying an estimated $106K and bringing the position to 3,198 shares worth $610K. The position accounts for 0.07% of the portfolio, ranked #155.

Third View Private Wealth first reported a position in PM in Q4 2025 and has held it in 4 quarters since. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Third View Private Wealth held 3,198 shares of Philip Morris worth $610K as of Q3 2026.
  • Third View Private Wealth bought 562 Philip Morris shares in Q3 2026, an estimated $106K.
  • Philip Morris made up 0.07% of Third View Private Wealth's portfolio in Q3 2026, its #155 holding.
  • Third View Private Wealth first reported a position in Philip Morris in Q4 2025 and has held it in 4 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.